WFA of San Diego’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
+2,047
| New | +$650K | 0.48% | 47 |
|
|
2024
Q3 | $445K | Buy |
1,700
+9
| +0.5% | +$2.36K | 0.38% | 56 |
|
|
2024
Q2 | $335K | Buy |
+1,691
| New | +$335K | 0.3% | 66 |
|
|
2023
Q3 | $1.27M | Hold |
5,076
| – | – | 1.31% | 19 |
|
|
2023
Q2 | $1.33M | Sell |
5,076
-1,281
| -20% | -$335K | 1.31% | 17 |
|
|
2023
Q1 | $1.32M | Buy |
6,357
+151
| +2% | +$31.3K | 1.38% | 20 |
|
|
2022
Q4 | $764K | Buy |
6,206
+220
| +4% | +$27.1K | 0.59% | 36 |
|
|
2022
Q3 | $1.59M | Buy |
5,986
+907
| +18% | +$241K | 1.43% | 17 |
|
|
2022
Q2 | $1.14M | Sell |
5,079
-21
| -0.4% | -$4.71K | 0.98% | 27 |
|
|
2022
Q1 | $1.83M | Sell |
5,100
-429
| -8% | -$154K | 1.39% | 17 |
|
|
2021
Q4 | $1.95M | Buy |
5,529
+264
| +5% | +$93K | 1.13% | 20 |
|
|
2021
Q3 | $1.36M | Buy |
5,265
+60
| +1% | +$15.5K | 0.95% | 26 |
|
|
2021
Q2 | $1.18M | Buy |
5,205
+135
| +3% | +$30.6K | 0.92% | 27 |
|
|
2021
Q1 | $1.13M | Sell |
5,070
-1,305
| -20% | -$291K | 0.94% | 28 |
|
|
2020
Q4 | $705 | Hold |
6,375
| – | – | 0.19% | 9 |
|
|
2020
Q3 | $911K | Sell |
6,375
-38,625
| -86% | -$5.52M | 0.86% | 32 |
|
|
2020
Q2 | $1.76M | Buy |
+45,000
| New | +$1.76M | 0.41% | 54 |
|