Western Wealth 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 | $8.57M | Sell |
26,994
-1,213
| -4% | -$385K | 0.51% | 38 |
|
2025
Q1 | $7.31M | Sell |
28,207
-3,963
| -12% | -$1.03M | 0.48% | 42 |
|
2024
Q4 | $13M | Sell |
32,170
-9,541
| -23% | -$3.85M | 0.85% | 26 |
|
2024
Q3 | $10.9M | Buy |
41,711
+8,983
| +27% | +$2.35M | 0.62% | 32 |
|
2024
Q2 | $6.48M | Sell |
32,728
-1,573
| -5% | -$311K | 0.48% | 42 |
|
2024
Q1 | $6.03M | Sell |
34,301
-12,745
| -27% | -$2.24M | 0.47% | 43 |
|
2023
Q4 | $11.7M | Buy |
47,046
+1,088
| +2% | +$270K | 0.84% | 21 |
|
2023
Q3 | $11.5M | Buy |
45,958
+376
| +0.8% | +$94.1K | 0.97% | 18 |
|
2023
Q2 | $11.9M | Sell |
45,582
-2,640
| -5% | -$691K | 1.02% | 17 |
|
2023
Q1 | $10M | Buy |
48,222
+2,388
| +5% | +$495K | 0.93% | 19 |
|
2022
Q4 | $5.65M | Sell |
45,834
-30,716
| -40% | -$3.78M | 0.58% | 33 |
|
2022
Q3 | $20M | Buy |
76,550
+7,937
| +12% | +$2.08M | 1.15% | 14 |
|
2022
Q2 | $15.6M | Buy |
68,613
+2,181
| +3% | +$496K | 0.9% | 19 |
|
2022
Q1 | $23.9M | Buy |
66,432
+37,932
| +133% | +$13.6M | 1.16% | 14 |
|
2021
Q4 | $10M | Buy |
+28,500
| New | +$10M | 0.99% | 17 |
|
2021
Q2 | $6.61M | Buy |
29,175
+2,928
| +11% | +$663K | 0.68% | 24 |
|
2021
Q1 | $5.84M | Buy |
26,247
+3,792
| +17% | +$844K | 0.79% | 22 |
|
2020
Q4 | $5.28M | Buy |
22,455
+5,394
| +32% | +$1.27M | 0.78% | 19 |
|
2020
Q3 | $2.44M | Buy |
17,061
+2,931
| +21% | +$419K | 0.4% | 49 |
|
2020
Q2 | $1.03M | Sell |
14,130
-30
| -0.2% | -$2.18K | 0.19% | 129 |
|
2020
Q1 | $495K | Sell |
14,160
-10,260
| -42% | -$359K | 0.11% | 185 |
|
2019
Q4 | $681K | Sell |
24,420
-285
| -1% | -$7.95K | 0.1% | 192 |
|
2019
Q3 | $393K | Buy |
24,705
+135
| +0.5% | +$2.15K | 0.08% | 247 |
|
2019
Q2 | $363K | Sell |
24,570
-1,365
| -5% | -$20.2K | 0.05% | 273 |
|
2019
Q1 | $483K | Buy |
25,935
+1,155
| +5% | +$21.5K | 0.11% | 213 |
|
2018
Q4 | $550K | Buy |
+24,780
| New | +$550K | 0.15% | 166 |
|