Walkner Condon Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,255
+422
| +15% | +$134K | 0.19% | 98 |
|
|
2025
Q1 | $734K | Sell |
2,833
-191
| -6% | -$49.5K | 0.15% | 112 |
|
|
2024
Q4 | $1.22M | Buy |
3,024
+392
| +15% | +$158K | 0.25% | 80 |
|
|
2024
Q3 | $688K | Sell |
2,632
-253
| -9% | -$66.2K | 0.14% | 123 |
|
|
2024
Q2 | $572K | Sell |
2,885
-384
| -12% | -$76.1K | 0.12% | 131 |
|
|
2024
Q1 | $575K | Buy |
3,269
+651
| +25% | +$114K | 0.12% | 138 |
|
|
2023
Q4 | $651K | Buy |
2,618
+449
| +21% | +$112K | 0.15% | 124 |
|
|
2023
Q3 | $543K | Buy |
2,169
+233
| +12% | +$58.3K | 0.14% | 125 |
|
|
2023
Q2 | $507K | Buy |
1,936
+252
| +15% | +$66K | 0.13% | 133 |
|
|
2023
Q1 | $349K | Sell |
1,684
-688
| -29% | -$142K | 0.1% | 156 |
|
|
2022
Q4 | $292K | Buy |
2,372
+88
| +4% | +$10.8K | 0.09% | 169 |
|
|
2022
Q3 | $606K | Sell |
2,284
-20
| -0.9% | -$5.31K | 0.2% | 102 |
|
|
2022
Q2 | $517K | Buy |
2,304
+240
| +12% | +$53.9K | 0.16% | 115 |
|
|
2022
Q1 | $742K | Buy |
+2,064
| New | +$742K | 0.21% | 93 |
|
|
2021
Q4 | – | Sell |
-1,308
| Closed | -$340K | – | 167 |
|
|
2021
Q3 | $340K | Hold |
1,308
| – | – | 0.17% | 106 |
|
|
2021
Q2 | $297K | Hold |
1,308
| – | – | 0.11% | 133 |
|
|
2021
Q1 | $291K | Buy |
+1,308
| New | +$291K | 0.11% | 140 |
|