WA
WealthTrust Axiom’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Sell |
1,604
-69
| -4% | -$21.9K | 0.15% | 132 |
|
|
2025
Q1 | $434K | Buy |
1,673
+304
| +22% | +$78.8K | 0.13% | 141 |
|
|
2024
Q4 | $553K | Sell |
1,369
-406
| -23% | -$164K | 0.16% | 126 |
|
|
2024
Q3 | $465K | Hold |
1,775
| – | – | 0.14% | 140 |
|
|
2024
Q2 | $351K | Buy |
1,775
+119
| +7% | +$23.6K | 0.12% | 164 |
|
|
2024
Q1 | $291K | Sell |
1,656
-15
| -0.9% | -$2.64K | 0.09% | 182 |
|
|
2023
Q4 | $415K | Sell |
1,671
-60
| -3% | -$14.9K | 0.14% | 144 |
|
|
2023
Q3 | $433K | Hold |
1,731
| – | – | 0.16% | 138 |
|
|
2023
Q2 | $453K | Hold |
1,731
| – | – | 0.15% | 139 |
|
|
2023
Q1 | $359K | Hold |
1,731
| – | – | 0.12% | 163 |
|
|
2022
Q4 | $213K | Hold |
1,731
| – | – | 0.07% | 200 |
|
|
2022
Q3 | $459K | Buy |
1,731
+1,154
| +200% | +$306K | 0.17% | 115 |
|
|
2022
Q2 | $388K | Buy |
577
+5
| +0.9% | +$3.36K | 0.14% | 143 |
|
|
2022
Q1 | $616K | Sell |
572
-1
| -0.2% | -$1.08K | 0.19% | 108 |
|
|
2021
Q4 | $605K | Sell |
573
-300
| -34% | -$317K | 0.19% | 106 |
|
|
2021
Q3 | $676K | Hold |
873
| – | – | 0.23% | 97 |
|
|
2021
Q2 | $593K | Buy |
873
+1
| +0.1% | +$679 | 0.19% | 110 |
|
|
2021
Q1 | $582K | Buy |
872
+370
| +74% | +$247K | 0.2% | 105 |
|
|
2020
Q4 | $354K | Hold |
502
| – | – | 0.13% | 144 |
|
|
2020
Q3 | $215K | Buy |
502
+302
| +151% | +$129K | 0.09% | 164 |
|
|
2020
Q2 | $215K | Buy |
+200
| New | +$215K | 0.09% | 163 |
|
|
2018
Q3 | – | Sell |
-618
| Closed | -$211K | – | 237 |
|
|
2018
Q2 | $211K | Buy |
+618
| New | +$211K | 0.07% | 196 |
|