WMG Financial 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 | $476K | Sell |
1,499
-199
| -12% | -$63.2K | 0.18% | 85 |
|
|
2025
Q1 | $440K | Buy |
1,698
+17
| +1% | +$4.41K | 0.19% | 81 |
|
|
2024
Q4 | $679K | Sell |
1,681
-15
| -0.9% | -$6.06K | 0.29% | 56 |
|
|
2024
Q3 | $444K | Buy |
1,696
+3
| +0.2% | +$785 | 0.2% | 73 |
|
|
2024
Q2 | $335K | Sell |
1,693
-38
| -2% | -$7.52K | 0.18% | 84 |
|
|
2024
Q1 | $304K | Buy |
1,731
+110
| +7% | +$19.3K | 0.17% | 91 |
|
|
2023
Q4 | $403K | Buy |
1,621
+607
| +60% | +$151K | 0.26% | 69 |
|
|
2023
Q3 | $254K | Sell |
1,014
-132
| -12% | -$33K | 0.22% | 78 |
|
|
2023
Q2 | $300K | Buy |
1,146
+31
| +3% | +$8.12K | 0.22% | 79 |
|
|
2023
Q1 | $238K | Buy |
+1,115
| New | +$238K | 0.2% | 95 |
|
|
2022
Q4 | – | Sell |
-985
| Closed | -$261K | – | 149 |
|
|
2022
Q3 | $261K | Buy |
985
+4
| +0.4% | +$1.06K | 0.24% | 93 |
|
|
2022
Q2 | $220K | Buy |
981
+237
| +32% | +$53.2K | 0.19% | 124 |
|
|
2022
Q1 | $267K | Buy |
744
+36
| +5% | +$12.9K | 0.2% | 128 |
|
|
2021
Q4 | $250K | Buy |
+708
| New | +$250K | 0.19% | 136 |
|