Wealthcare Advisory Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.6M | Buy |
20,780
+4,626
| +29% | +$1.47M | 0.15% | 122 |
|
2025
Q1 | $4.19M | Buy |
16,154
+3,100
| +24% | +$803K | 0.11% | 157 |
|
2024
Q4 | $5.27M | Sell |
13,054
-2,989
| -19% | -$1.21M | 0.15% | 132 |
|
2024
Q3 | $4.2M | Sell |
16,043
-1,424
| -8% | -$373K | 0.12% | 152 |
|
2024
Q2 | $3.46M | Buy |
17,467
+2,812
| +19% | +$556K | 0.11% | 151 |
|
2024
Q1 | $2.58M | Buy |
14,655
+501
| +4% | +$88.1K | 0.08% | 199 |
|
2023
Q4 | $3.52M | Buy |
14,154
+2,274
| +19% | +$565K | 0.14% | 126 |
|
2023
Q3 | $2.97M | Sell |
11,880
-240
| -2% | -$60.1K | 0.14% | 128 |
|
2023
Q2 | $3.17M | Buy |
12,120
+16
| +0.1% | +$4.19K | 0.14% | 124 |
|
2023
Q1 | $2.51M | Buy |
12,104
+524
| +5% | +$109K | 0.11% | 154 |
|
2022
Q4 | $1.43M | Sell |
11,580
-592
| -5% | -$72.9K | 0.07% | 215 |
|
2022
Q3 | $3.23M | Sell |
12,172
-119
| -1% | -$31.6K | 0.18% | 97 |
|
2022
Q2 | $2.76M | Sell |
12,291
-2,682
| -18% | -$602K | 0.17% | 93 |
|
2022
Q1 | $5.38M | Buy |
14,973
+81
| +0.5% | +$29.1K | 0.33% | 47 |
|
2021
Q4 | $5.25M | Sell |
14,892
-5,364
| -26% | -$1.89M | 0.31% | 48 |
|
2021
Q3 | $5.24M | Sell |
20,256
-1,002
| -5% | -$259K | 0.34% | 44 |
|
2021
Q2 | $4.82M | Buy |
21,258
+1,236
| +6% | +$280K | 0.32% | 45 |
|
2021
Q1 | $4.46M | Buy |
20,022
+2,412
| +14% | +$537K | 0.32% | 39 |
|
2020
Q4 | $4.14M | Buy |
17,610
+6,456
| +58% | +$1.52M | 0.37% | 39 |
|
2020
Q3 | $1.6M | Buy |
11,154
+1,824
| +20% | +$261K | 0.17% | 79 |
|
2020
Q2 | $672K | Sell |
9,330
-60
| -0.6% | -$4.32K | 0.08% | 141 |
|
2020
Q1 | $328K | Buy |
9,390
+1,110
| +13% | +$38.8K | 0.05% | 207 |
|
2019
Q4 | $231K | Buy |
8,280
+480
| +6% | +$13.4K | 0.03% | 273 |
|
2019
Q3 | $125K | Buy |
7,800
+585
| +8% | +$9.38K | 0.02% | 340 |
|
2019
Q2 | $107K | Buy |
7,215
+105
| +1% | +$1.56K | 0.02% | 366 |
|
2019
Q1 | $133K | Buy |
7,110
+75
| +1% | +$1.4K | 0.02% | 293 |
|
2018
Q4 | $156K | Sell |
7,035
-465
| -6% | -$10.3K | 0.03% | 245 |
|
2018
Q3 | $132K | Hold |
7,500
| – | – | 0.02% | 288 |
|
2018
Q2 | $171K | Buy |
7,500
+810
| +12% | +$18.5K | 0.03% | 238 |
|
2018
Q1 | $119K | Buy |
6,690
+2,145
| +47% | +$38.2K | 0.03% | 252 |
|
2017
Q4 | $94K | Buy |
4,545
+150
| +3% | +$3.1K | 0.02% | 267 |
|
2017
Q3 | $100K | Buy |
+4,395
| New | +$100K | 0.03% | 212 |
|