WT Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.98M | Sell |
8,025
-388
| -5% | -$160K | 0.89% | 29 |
|
|
2025
Q4 | $3.78M | Sell |
8,413
-1,670
| -17% | -$740K | 1.09% | 29 |
|
|
2025
Q3 | $4.48M | Buy |
10,083
+770
| +8% | +$267K | 1.29% | 23 |
|
|
2025
Q2 | $2.96M | Buy |
9,313
+5,972
| +179% | +$1.8M | 0.88% | 32 |
|
|
2025
Q1 | $866K | Sell |
3,341
-10,108
| -75% | -$3.37M | 0.28% | 62 |
|
|
2024
Q4 | $5.43M | Sell |
13,449
-28
| -0.2% | -$9.01K | 1.7% | 17 |
|
|
2024
Q3 | $2.97M | Sell |
13,477
-6,715
| -33% | -$1.53M | 0.95% | 33 |
|
|
2024
Q2 | $4M | Sell |
20,192
-312
| -2% | -$54.5K | 1.36% | 22 |
|
|
2024
Q1 | $3.6M | Buy |
20,504
+8,095
| +65% | +$1.58M | 1.29% | 21 |
|
|
2023
Q4 | $3.08M | Buy |
12,409
+5,458
| +79% | +$1.3M | 1.22% | 24 |
|
|
2023
Q3 | $1.74M | Sell |
6,951
-2,210
| -24% | -$568K | 0.75% | 30 |
|
|
2023
Q2 | $2.4M | Sell |
9,161
-329
| -3% | -$65.8K | 0.99% | 27 |
|
|
2023
Q1 | $1.97M | Sell |
9,490
-457
| -5% | -$79.7K | 0.85% | 30 |
|
|
2022
Q4 | $1.23M | Buy |
9,947
+3,241
| +48% | +$614K | 0.6% | 57 |
|
|
2022
Q3 | $1.78M | Buy |
6,706
+1,063
| +19% | +$297K | 0.9% | 27 |
|
|
2022
Q2 | $1.27M | Buy |
5,643
+4,554
| +418% | +$1.24M | 0.63% | 58 |
|
|
2022
Q1 | $391K | Buy |
1,089
+228
| +26% | +$71K | 0.15% | 92 |
|
|
2021
Q4 | $303K | Sell |
861
-1,500
| -64% | -$503K | 0.11% | 103 |
|
|
2021
Q3 | $611K | Sell |
2,361
-1,062
| -31% | -$250K | 0.24% | 89 |
|
|
2021
Q2 | $775K | Buy |
3,423
+576
| +20% | +$125K | 0.31% | 88 |
|
|
2021
Q1 | $634K | Buy |
+2,847
| New | +$715K | 0.29% | 91 |
|
|
2020
Q1 | – | Sell |
-10,350
| Closed | -$288K | – | 90 |
|
|
2019
Q4 | $288K | Buy |
+10,350
| New | +$225K | 0.22% | 76 |
|
Other funds holding TSLA
VCM
VPM
