WealthTrust Asset Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,381
| Closed | -$617K | – | 92 |
|
2025
Q1 | $617K | Sell |
2,381
-39
| -2% | -$10.1K | 0.46% | 47 |
|
2024
Q4 | $977K | Buy |
2,420
+9
| +0.4% | +$3.64K | 0.7% | 34 |
|
2024
Q3 | $631K | Buy |
2,411
+1
| +0% | +$262 | 0.47% | 50 |
|
2024
Q2 | $477K | Sell |
2,410
-150
| -6% | -$29.7K | 0.35% | 56 |
|
2024
Q1 | $450K | Sell |
2,560
-89
| -3% | -$15.6K | 0.34% | 50 |
|
2023
Q4 | $658K | Hold |
2,649
| – | – | 0.55% | 43 |
|
2023
Q3 | $663K | Buy |
2,649
+59
| +2% | +$14.8K | 0.62% | 42 |
|
2023
Q2 | $678K | Sell |
2,590
-1,025
| -28% | -$268K | 0.61% | 42 |
|
2023
Q1 | $750K | Buy |
3,615
+48
| +1% | +$9.96K | 0.71% | 45 |
|
2022
Q4 | $439K | Buy |
3,567
+188
| +6% | +$23.2K | 0.43% | 41 |
|
2022
Q3 | $896K | Sell |
3,379
-20
| -0.6% | -$5.3K | 0.94% | 33 |
|
2022
Q2 | $763K | Buy |
3,399
+630
| +23% | +$141K | 0.72% | 38 |
|
2022
Q1 | $995K | Buy |
2,769
+30
| +1% | +$10.8K | 0.71% | 35 |
|
2021
Q4 | $965K | Sell |
2,739
-39
| -1% | -$13.7K | 0.64% | 37 |
|
2021
Q3 | $718K | Hold |
2,778
| – | – | 0.64% | 36 |
|
2021
Q2 | $629K | Buy |
+2,778
| New | +$629K | 0.55% | 42 |
|