WCG Wealth 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 | $5.61M | Buy |
17,648
+1,504
| +9% | +$478K | 0.36% | 82 |
|
|
2025
Q1 | $4.18M | Sell |
16,144
-2,787
| -15% | -$722K | 0.32% | 87 |
|
|
2024
Q4 | $7.65M | Sell |
18,931
-752
| -4% | -$304K | 0.51% | 63 |
|
|
2024
Q3 | $5.15M | Sell |
19,683
-6
| -0% | -$1.57K | 0.35% | 88 |
|
|
2024
Q2 | $3.9M | Sell |
19,689
-12
| -0.1% | -$2.38K | 0.29% | 85 |
|
|
2024
Q1 | $3.46M | Sell |
19,701
-3,973
| -17% | -$698K | 0.29% | 79 |
|
|
2023
Q4 | $5.88M | Buy |
23,674
+114
| +0.5% | +$28.3K | 0.43% | 63 |
|
|
2023
Q3 | $5.9M | Buy |
23,560
+6,118
| +35% | +$1.53M | 0.43% | 63 |
|
|
2023
Q2 | $4.57M | Buy |
17,442
+2,595
| +17% | +$679K | 0.53% | 48 |
|
|
2023
Q1 | $3.08M | Sell |
14,847
-119
| -0.8% | -$24.7K | 0.39% | 58 |
|
|
2022
Q4 | $1.84M | Buy |
14,966
+1,234
| +9% | +$152K | 0.25% | 76 |
|
|
2022
Q3 | $3.94M | Sell |
13,732
-986
| -7% | -$283K | 0.52% | 47 |
|
|
2022
Q2 | $3.3M | Buy |
+14,718
| New | +$3.3M | 0.46% | 51 |
|