WESPAC Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Hold |
2,084
| – | – | 0.46% | 90 |
|
|
2025
Q1 | $540K | Sell |
2,084
-47
| -2% | -$12.2K | 0.44% | 90 |
|
|
2024
Q4 | $861K | Buy |
2,131
+551
| +35% | +$223K | 0.63% | 54 |
|
|
2024
Q3 | $413K | Sell |
1,580
-16
| -1% | -$4.19K | 0.31% | 104 |
|
|
2024
Q2 | $316K | Sell |
1,596
-1,885
| -54% | -$373K | 0.25% | 122 |
|
|
2024
Q1 | $612K | Buy |
3,481
+16
| +0.5% | +$2.81K | 0.36% | 96 |
|
|
2023
Q4 | $861K | Hold |
3,465
| – | – | 0.6% | 55 |
|
|
2023
Q3 | $867K | Buy |
3,465
+5
| +0.1% | +$1.25K | 0.65% | 56 |
|
|
2023
Q2 | $906K | Sell |
3,460
-101
| -3% | -$26.4K | 0.73% | 49 |
|
|
2023
Q1 | $739K | Buy |
+3,561
| New | +$739K | 0.7% | 51 |
|
|
2022
Q2 | – | Sell |
-1,593
| Closed | -$572K | – | 124 |
|
|
2022
Q1 | $572K | Sell |
1,593
-3,207
| -67% | -$1.15M | 0.62% | 68 |
|
|
2021
Q4 | $1.69M | Buy |
4,800
+198
| +4% | +$69.8K | 1.13% | 24 |
|
|
2021
Q3 | $1.19M | Buy |
4,602
+2,640
| +135% | +$683K | 0.73% | 54 |
|
|
2021
Q2 | $445K | Sell |
1,962
-2,514
| -56% | -$570K | 0.85% | 59 |
|
|
2021
Q1 | $997K | Sell |
4,476
-2,571
| -36% | -$573K | 0.75% | 58 |
|
|
2020
Q4 | $1.66M | Buy |
7,047
+3,156
| +81% | +$743K | 1.28% | 20 |
|
|
2020
Q3 | $556K | Buy |
3,891
+891
| +30% | +$127K | 0.69% | 58 |
|
|
2020
Q2 | $216K | Buy |
+3,000
| New | +$216K | 0.25% | 94 |
|