Wealth Dimensions Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.19M | Hold |
3,732
| – | – | 0.26% | 49 |
|
2025
Q1 | $967K | Buy |
3,732
+17
| +0.5% | +$4.41K | 0.23% | 56 |
|
2024
Q4 | $1.5M | Sell |
3,715
-577
| -13% | -$233K | 0.37% | 39 |
|
2024
Q3 | $1.12M | Buy |
4,292
+395
| +10% | +$103K | 0.28% | 44 |
|
2024
Q2 | $771K | Sell |
3,897
-359
| -8% | -$71K | 0.22% | 56 |
|
2024
Q1 | $748K | Buy |
4,256
+147
| +4% | +$25.8K | 0.22% | 58 |
|
2023
Q4 | $1.02M | Buy |
4,109
+91
| +2% | +$22.6K | 0.32% | 41 |
|
2023
Q3 | $1.01M | Buy |
4,018
+14
| +0.3% | +$3.5K | 0.36% | 40 |
|
2023
Q2 | $1.05M | Buy |
4,004
+100
| +3% | +$26.2K | 0.38% | 40 |
|
2023
Q1 | $810K | Buy |
3,904
+24
| +0.6% | +$4.98K | 0.31% | 45 |
|
2022
Q4 | $478K | Buy |
3,880
+153
| +4% | +$18.8K | 0.2% | 74 |
|
2022
Q3 | $989K | Buy |
3,727
+1
| +0% | +$265 | 0.49% | 33 |
|
2022
Q2 | $837K | Buy |
3,726
+1,272
| +52% | +$286K | 0.4% | 40 |
|
2022
Q1 | $882K | Buy |
2,454
+48
| +2% | +$17.3K | 0.41% | 43 |
|
2021
Q4 | $848K | Sell |
2,406
-945
| -28% | -$333K | 0.42% | 42 |
|
2021
Q3 | $866K | Buy |
3,351
+48
| +1% | +$12.4K | 0.55% | 34 |
|
2021
Q2 | $748K | Buy |
3,303
+135
| +4% | +$30.6K | 0.51% | 38 |
|
2021
Q1 | $705K | Buy |
3,168
+147
| +5% | +$32.7K | 0.55% | 36 |
|
2020
Q4 | $711K | Buy |
+3,021
| New | +$711K | 0.61% | 27 |
|