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