Wealth Architects’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.91M | Buy |
6,017
+173
| +3% | +$55K | 0.19% | 63 |
|
2025
Q1 | $1.51M | Sell |
5,844
-991
| -14% | -$257K | 0.17% | 71 |
|
2024
Q4 | $2.76M | Sell |
6,835
-147
| -2% | -$59.4K | 0.31% | 49 |
|
2024
Q3 | $1.83M | Sell |
6,982
-390
| -5% | -$102K | 0.21% | 59 |
|
2024
Q2 | $1.46M | Sell |
7,372
-189
| -2% | -$37.4K | 0.18% | 62 |
|
2024
Q1 | $1.33M | Sell |
7,561
-3,422
| -31% | -$602K | 0.18% | 62 |
|
2023
Q4 | $2.73M | Sell |
10,983
-4,139
| -27% | -$1.03M | 0.38% | 41 |
|
2023
Q3 | $3.78M | Buy |
15,122
+43
| +0.3% | +$10.8K | 0.64% | 30 |
|
2023
Q2 | $3.95M | Sell |
15,079
-28
| -0.2% | -$7.33K | 0.65% | 30 |
|
2023
Q1 | $3.13M | Buy |
15,107
+362
| +2% | +$75.1K | 0.55% | 30 |
|
2022
Q4 | $1.82M | Sell |
14,745
-1,192
| -7% | -$147K | 0.34% | 40 |
|
2022
Q3 | $4.23M | Buy |
15,937
+187
| +1% | +$49.6K | 0.88% | 24 |
|
2022
Q2 | $3.54M | Sell |
15,750
-270
| -2% | -$60.6K | 0.69% | 26 |
|
2022
Q1 | $5.75M | Sell |
16,020
-24
| -0.1% | -$8.62K | 0.98% | 20 |
|
2021
Q4 | $5.65M | Buy |
16,044
+144
| +0.9% | +$50.7K | 0.99% | 21 |
|
2021
Q3 | $4.11M | Buy |
15,900
+153
| +1% | +$39.5K | 0.8% | 22 |
|
2021
Q2 | $3.57M | Sell |
15,747
-408
| -3% | -$92.4K | 0.7% | 26 |
|
2021
Q1 | $3.6M | Buy |
16,155
+144
| +0.9% | +$32.1K | 0.78% | 25 |
|
2020
Q4 | $3.77M | Buy |
16,011
+315
| +2% | +$74.1K | 0.88% | 23 |
|
2020
Q3 | $2.25M | Buy |
15,696
+2,496
| +19% | +$357K | 0.61% | 27 |
|
2020
Q2 | $950K | Sell |
13,200
-15,090
| -53% | -$1.09M | 0.27% | 40 |
|
2020
Q1 | $988K | Buy |
28,290
+8,820
| +45% | +$308K | 0.34% | 33 |
|
2019
Q4 | $543K | Buy |
19,470
+2,310
| +13% | +$64.4K | 0.15% | 60 |
|
2019
Q3 | $276K | Sell |
17,160
-435
| -2% | -$7K | 0.08% | 100 |
|
2019
Q2 | $262K | Buy |
17,595
+3,750
| +27% | +$55.8K | 0.08% | 108 |
|
2019
Q1 | $258K | Hold |
13,845
| – | – | 0.08% | 106 |
|
2018
Q4 | $307K | Buy |
13,845
+270
| +2% | +$5.99K | 0.11% | 86 |
|
2018
Q3 | $240K | Buy |
13,575
+30
| +0.2% | +$530 | 0.07% | 119 |
|
2018
Q2 | $310K | Sell |
13,545
-765
| -5% | -$17.5K | 0.1% | 84 |
|
2018
Q1 | $254K | Buy |
14,310
+45
| +0.3% | +$799 | 0.08% | 100 |
|
2017
Q4 | $296K | Buy |
14,265
+60
| +0.4% | +$1.25K | 0.1% | 98 |
|
2017
Q3 | $323K | Buy |
14,205
+4,800
| +51% | +$109K | 0.11% | 90 |
|
2017
Q2 | $226K | Sell |
9,405
-4,395
| -32% | -$106K | 0.08% | 106 |
|
2017
Q1 | $256K | Buy |
+13,800
| New | +$256K | 0.1% | 97 |
|
2016
Q2 | – | Sell |
-28,800
| Closed | -$441K | – | 116 |
|
2016
Q1 | $441K | Buy |
28,800
+4,560
| +19% | +$69.8K | 0.22% | 63 |
|
2015
Q4 | $388K | Buy |
24,240
+10,455
| +76% | +$167K | 0.19% | 72 |
|
2015
Q3 | $228K | Hold |
13,785
| – | – | 0.12% | 101 |
|
2015
Q2 | $247K | Buy |
+13,785
| New | +$247K | 0.13% | 100 |
|