Wambolt & Associates’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Buy |
3,119
+31
| +1% | +$9.32K | 0.32% | 85 |
|
|
2025
Q1 | $829K | Buy |
3,088
+316
| +11% | +$84.8K | 0.28% | 91 |
|
|
2024
Q4 | $1.12M | Buy |
2,772
+172
| +7% | +$69.5K | 0.36% | 83 |
|
|
2024
Q3 | $671K | Sell |
2,600
-1,028
| -28% | -$265K | 0.18% | 111 |
|
|
2024
Q2 | $761K | Sell |
3,628
-144
| -4% | -$30.2K | 0.22% | 104 |
|
|
2024
Q1 | $661K | Sell |
3,772
-1,942
| -34% | -$340K | 0.2% | 116 |
|
|
2023
Q4 | $1.42M | Buy |
5,714
+53
| +0.9% | +$13.2K | 0.46% | 75 |
|
|
2023
Q3 | $1.42M | Buy |
5,661
+734
| +15% | +$185K | 0.52% | 64 |
|
|
2023
Q2 | $1.29M | Buy |
4,927
+453
| +10% | +$119K | 0.46% | 80 |
|
|
2023
Q1 | $871K | Buy |
4,474
+498
| +13% | +$97K | 0.31% | 115 |
|
|
2022
Q4 | $490K | Buy |
3,976
+902
| +29% | +$111K | 0.19% | 153 |
|
|
2022
Q3 | $815K | Buy |
3,074
+467
| +18% | +$124K | 0.35% | 105 |
|
|
2022
Q2 | $585K | Buy |
2,607
+510
| +24% | +$114K | 0.24% | 133 |
|
|
2022
Q1 | $758K | Buy |
2,097
+495
| +31% | +$179K | 0.28% | 123 |
|
|
2021
Q4 | $564K | Buy |
1,602
+480
| +43% | +$169K | 0.2% | 146 |
|
|
2021
Q3 | $290K | Buy |
+1,122
| New | +$290K | 0.12% | 194 |
|