Wealth Management Associates’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
1,405
+108
| +8% | +$34.3K | 0.17% | 113 |
|
|
2025
Q1 | $336K | Buy |
1,297
+385
| +42% | +$99.8K | 0.14% | 134 |
|
|
2024
Q4 | $368K | Sell |
912
-137
| -13% | -$55.3K | 0.16% | 128 |
|
|
2024
Q3 | $274K | Sell |
1,049
-607
| -37% | -$159K | 0.12% | 164 |
|
|
2024
Q2 | $328K | Hold |
1,656
| – | – | 0.15% | 129 |
|
|
2024
Q1 | $328K | Buy |
1,656
+107
| +7% | +$21.2K | 0.15% | 129 |
|
|
2023
Q4 | $385K | Buy |
1,549
+9
| +0.6% | +$2.24K | 0.2% | 107 |
|
|
2023
Q3 | $385K | Buy |
1,540
+10
| +0.7% | +$2.5K | 0.23% | 97 |
|
|
2023
Q2 | $401K | Sell |
1,530
-48
| -3% | -$12.6K | 0.23% | 93 |
|
|
2023
Q1 | $327K | Buy |
+1,578
| New | +$327K | 0.2% | 111 |
|
|
2022
Q4 | – | Sell |
-1,005
| Closed | -$267K | – | 194 |
|
|
2022
Q3 | $267K | Buy |
1,005
+111
| +12% | +$29.4K | 0.19% | 139 |
|
|
2022
Q2 | $201K | Sell |
894
-81
| -8% | -$18.2K | 0.14% | 168 |
|
|
2022
Q1 | $350K | Buy |
975
+216
| +28% | +$77.6K | 0.2% | 129 |
|
|
2021
Q4 | $267K | Buy |
+759
| New | +$267K | 0.14% | 164 |
|