WBH Advisory’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $801K | Sell |
2,520
-59
| -2% | -$18.7K | 0.07% | 183 |
|
2025
Q1 | $668K | Buy |
2,579
+67
| +3% | +$17.4K | 0.06% | 179 |
|
2024
Q4 | $1.01M | Sell |
2,512
-24
| -0.9% | -$9.69K | 0.09% | 149 |
|
2024
Q3 | $664K | Sell |
2,536
-731
| -22% | -$191K | 0.06% | 187 |
|
2024
Q2 | $647K | Sell |
3,267
-113
| -3% | -$22.4K | 0.07% | 183 |
|
2024
Q1 | $594K | Sell |
3,380
-30
| -0.9% | -$5.27K | 0.06% | 194 |
|
2023
Q4 | $847K | Sell |
3,410
-46
| -1% | -$11.4K | 0.09% | 160 |
|
2023
Q3 | $865K | Sell |
3,456
-1,690
| -33% | -$423K | 0.11% | 149 |
|
2023
Q2 | $1.35M | Buy |
5,146
+680
| +15% | +$178K | 0.16% | 121 |
|
2023
Q1 | $927K | Buy |
+4,466
| New | +$927K | 0.12% | 151 |
|
2022
Q3 | $1.33M | Sell |
5,021
-190
| -4% | -$50.4K | 0.19% | 115 |
|
2022
Q2 | $1.22M | Hold |
5,211
| – | – | 0.16% | 125 |
|
2022
Q1 | $1.52M | Buy |
5,211
+54
| +1% | +$15.8K | 0.19% | 112 |
|
2021
Q4 | $1.82M | Buy |
5,157
+3
| +0.1% | +$1.06K | 0.21% | 99 |
|
2021
Q3 | $1.33M | Buy |
5,154
+117
| +2% | +$30.2K | 0.18% | 117 |
|
2021
Q2 | $1.1M | Buy |
5,037
+72
| +1% | +$15.8K | 0.16% | 115 |
|
2021
Q1 | $1.11M | Sell |
4,965
-27
| -0.5% | -$6.02K | 0.18% | 110 |
|
2020
Q4 | $1.42M | Sell |
4,992
-225
| -4% | -$63.8K | 0.24% | 86 |
|
2020
Q3 | $746K | Sell |
5,217
-393
| -7% | -$56.2K | 0.15% | 122 |
|
2020
Q2 | $403K | Buy |
+5,610
| New | +$403K | 0.1% | 166 |
|