Wealthquest’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
1,572
+171
| +12% | +$54.3K | 0.04% | 76 |
|
|
2025
Q1 | $363K | Sell |
1,401
-109
| -7% | -$28.2K | 0.03% | 90 |
|
|
2024
Q4 | $610K | Sell |
1,510
-20
| -1% | -$8.08K | 0.05% | 68 |
|
|
2024
Q3 | $395K | Buy |
1,530
+82
| +6% | +$21.2K | 0.03% | 81 |
|
|
2024
Q2 | $287K | Buy |
1,448
+10
| +0.7% | +$1.98K | 0.03% | 99 |
|
|
2024
Q1 | $253K | Buy |
1,438
+41
| +3% | +$7.21K | 0.03% | 114 |
|
|
2023
Q4 | $347K | Sell |
1,397
-108
| -7% | -$26.8K | 0.04% | 94 |
|
|
2023
Q3 | $377K | Sell |
1,505
-28
| -2% | -$7.01K | 0.05% | 87 |
|
|
2023
Q2 | $401K | Sell |
1,533
-484
| -24% | -$127K | 0.05% | 77 |
|
|
2023
Q1 | $418K | Sell |
2,017
-1,418
| -41% | -$294K | 0.05% | 78 |
|
|
2022
Q4 | $423K | Buy |
3,435
+1,670
| +95% | +$206K | 0.05% | 81 |
|
|
2022
Q3 | $468K | Buy |
1,765
+55
| +3% | +$14.6K | 0.07% | 78 |
|
|
2022
Q2 | $383K | Buy |
1,710
+63
| +4% | +$14.1K | 0.06% | 82 |
|
|
2022
Q1 | $580K | Hold |
1,647
| – | – | 0.09% | 73 |
|
|
2021
Q4 | $580K | Sell |
1,647
-6
| -0.4% | -$2.11K | 0.09% | 73 |
|
|
2021
Q3 | $427K | Buy |
1,653
+39
| +2% | +$10.1K | 0.07% | 80 |
|
|
2021
Q2 | $365K | Sell |
1,614
-312
| -16% | -$70.6K | 0.06% | 94 |
|
|
2021
Q1 | $428K | Buy |
1,926
+117
| +6% | +$26K | 0.08% | 87 |
|
|
2020
Q4 | $425K | Buy |
1,809
+15
| +0.8% | +$3.52K | 0.09% | 84 |
|
|
2020
Q3 | $256K | Buy |
+1,794
| New | +$256K | 0.06% | 93 |
|