Wealthspire Advisors (New York)’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
40,256
+5,166
| +15% | +$1.64M | 0.07% | 97 |
|
|
2025
Q1 | $9.09M | Buy |
35,090
+832
| +2% | +$216K | 0.05% | 119 |
|
|
2024
Q4 | $13.8M | Buy |
34,258
+8,890
| +35% | +$3.59M | 0.14% | 79 |
|
|
2024
Q3 | $6.64M | Buy |
25,368
+164
| +0.7% | +$42.9K | 0.07% | 128 |
|
|
2024
Q2 | $4.99M | Buy |
25,204
+1,309
| +5% | +$259K | 0.06% | 119 |
|
|
2024
Q1 | $4.2M | Sell |
23,895
-4,917
| -17% | -$864K | 0.06% | 125 |
|
|
2023
Q4 | $7.16M | Buy |
28,812
+3,441
| +14% | +$855K | 0.1% | 92 |
|
|
2023
Q3 | $6.35M | Buy |
25,371
+242
| +1% | +$60.6K | 0.1% | 93 |
|
|
2023
Q2 | $6.58M | Buy |
25,129
+1,231
| +5% | +$322K | 0.11% | 85 |
|
|
2023
Q1 | $4.96M | Buy |
23,898
+1,933
| +9% | +$401K | 0.09% | 98 |
|
|
2022
Q4 | $2.71M | Buy |
21,965
+2,284
| +12% | +$281K | 0.05% | 129 |
|
|
2022
Q3 | $5.22M | Sell |
19,681
-950
| -5% | -$252K | 0.11% | 89 |
|
|
2022
Q2 | $4.63M | Buy |
20,631
+7,875
| +62% | +$1.77M | 0.1% | 95 |
|
|
2022
Q1 | $4.58M | Sell |
12,756
-8,337
| -40% | -$2.99M | 0.1% | 77 |
|
|
2021
Q4 | $7.43M | Sell |
21,093
-7,245
| -26% | -$2.55M | 0.16% | 61 |
|
|
2021
Q3 | $7.33M | Sell |
28,338
-21,357
| -43% | -$5.52M | 0.15% | 71 |
|
|
2021
Q2 | $11.3M | Sell |
49,695
-19,929
| -29% | -$4.52M | 0.3% | 41 |
|
|
2021
Q1 | $15.5M | Buy |
69,624
+7,701
| +12% | +$1.71M | 0.37% | 35 |
|
|
2020
Q4 | $14.6M | Buy |
61,923
+60,405
| +3,979% | +$14.2M | 0.43% | 31 |
|
|
2020
Q3 | $217K | Buy |
+1,518
| New | +$217K | 0.01% | 284 |
|
|
2020
Q2 | – | Sell |
-61,020
| Closed | -$2.13M | – | 506 |
|
|
2020
Q1 | $2.13M | Buy |
+61,020
| New | +$2.13M | 0.09% | 119 |
|
|
2019
Q1 | – | Sell |
-1,155
| Closed | -$26K | – | 728 |
|
|
2018
Q4 | $26K | Buy |
+1,155
| New | +$26K | ﹤0.01% | 288 |
|