Williams Jones 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 | $2.54M | Sell |
7,993
-836
| -9% | -$266K | 0.03% | 170 |
|
|
2025
Q1 | $2.29M | Buy |
8,829
+1,033
| +13% | +$268K | 0.03% | 174 |
|
|
2024
Q4 | $3.15M | Sell |
7,796
-962
| -11% | -$388K | 0.04% | 162 |
|
|
2024
Q3 | $2.29M | Buy |
8,758
+290
| +3% | +$75.9K | 0.03% | 187 |
|
|
2024
Q2 | $1.68M | Sell |
8,468
-2,312
| -21% | -$457K | 0.02% | 209 |
|
|
2024
Q1 | $1.9M | Sell |
10,780
-1,195
| -10% | -$210K | 0.02% | 197 |
|
|
2023
Q4 | $2.98M | Sell |
11,975
-2,355
| -16% | -$585K | 0.04% | 159 |
|
|
2023
Q3 | $3.59M | Buy |
14,330
+2,347
| +20% | +$587K | 0.06% | 142 |
|
|
2023
Q2 | $3.14M | Buy |
11,983
+747
| +7% | +$196K | 0.05% | 157 |
|
|
2023
Q1 | $2.33M | Buy |
11,236
+324
| +3% | +$67.2K | 0.04% | 192 |
|
|
2022
Q4 | $1.34M | Sell |
10,912
-3,177
| -23% | -$391K | 0.02% | 232 |
|
|
2022
Q3 | $3.74M | Buy |
14,089
+634
| +5% | +$168K | 0.07% | 149 |
|
|
2022
Q2 | $3.02M | Buy |
13,455
+2,400
| +22% | +$539K | 0.05% | 170 |
|
|
2022
Q1 | $3.97M | Sell |
11,055
-615
| -5% | -$221K | 0.06% | 153 |
|
|
2021
Q4 | $4.11M | Buy |
11,670
+588
| +5% | +$207K | 0.05% | 152 |
|
|
2021
Q3 | $2.87M | Sell |
11,082
-1,956
| -15% | -$506K | 0.04% | 169 |
|
|
2021
Q2 | $2.95M | Sell |
13,038
-414
| -3% | -$93.8K | 0.04% | 173 |
|
|
2021
Q1 | $3M | Buy |
13,452
+402
| +3% | +$89.5K | 0.05% | 165 |
|
|
2020
Q4 | $3.07M | Sell |
13,050
-4,824
| -27% | -$1.13M | 0.05% | 153 |
|
|
2020
Q3 | $2.56M | Buy |
17,874
+369
| +2% | +$52.8K | 0.05% | 149 |
|
|
2020
Q2 | $1.26M | Buy |
17,505
+6,540
| +60% | +$471K | 0.03% | 184 |
|
|
2020
Q1 | $383K | Buy |
10,965
+2,520
| +30% | +$88K | 0.01% | 260 |
|
|
2019
Q4 | $236K | Buy |
+8,445
| New | +$236K | ﹤0.01% | 393 |
|