Wells Trecaso Financial Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
1,421
-7
| -0.5% | -$2.22K | 0.14% | 65 |
|
|
2025
Q1 | $370K | Buy |
1,428
+21
| +1% | +$5.44K | 0.12% | 70 |
|
|
2024
Q4 | $568K | Sell |
1,407
-6
| -0.4% | -$2.42K | 0.19% | 57 |
|
|
2024
Q3 | $370K | Buy |
1,413
+75
| +6% | +$19.6K | 0.12% | 71 |
|
|
2024
Q2 | $265K | Sell |
1,338
-196
| -13% | -$38.8K | 0.09% | 82 |
|
|
2024
Q1 | $270K | Sell |
1,534
-49
| -3% | -$8.61K | 0.1% | 80 |
|
|
2023
Q4 | $393K | Sell |
1,583
-39
| -2% | -$9.69K | 0.16% | 64 |
|
|
2023
Q3 | $406K | Buy |
1,622
+48
| +3% | +$12K | 0.18% | 58 |
|
|
2023
Q2 | $412K | Hold |
1,574
| – | – | 0.18% | 60 |
|
|
2023
Q1 | $327K | Buy |
+1,574
| New | +$327K | 0.15% | 65 |
|
|
2022
Q4 | – | Sell |
-1,338
| Closed | -$355K | – | 86 |
|
|
2022
Q3 | $355K | Buy |
1,338
+9
| +0.7% | +$2.39K | 0.19% | 59 |
|
|
2022
Q2 | $298K | Hold |
1,329
| – | – | 0.15% | 68 |
|
|
2022
Q1 | $477K | Buy |
1,329
+36
| +3% | +$12.9K | 0.21% | 57 |
|
|
2021
Q4 | $455K | Buy |
1,293
+273
| +27% | +$96.1K | 0.2% | 60 |
|
|
2021
Q3 | $263K | Buy |
1,020
+3
| +0.3% | +$774 | 0.13% | 70 |
|
|
2021
Q2 | $230K | Sell |
1,017
-15
| -1% | -$3.39K | 0.11% | 77 |
|
|
2021
Q1 | $230K | Sell |
1,032
-165
| -14% | -$36.8K | 0.12% | 73 |
|
|
2020
Q4 | $281K | Sell |
1,197
-243
| -17% | -$57K | 0.16% | 60 |
|
|
2020
Q3 | $206K | Buy |
+1,440
| New | +$206K | 0.13% | 65 |
|