XWM
Xcel Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Sell |
10,996
-136
| -1% | -$43.2K | 0.99% | 28 |
|
|
2025
Q1 | $2.88M | Sell |
11,132
-1,321
| -11% | -$342K | 0.9% | 29 |
|
|
2024
Q4 | $5.03M | Sell |
12,453
-614
| -5% | -$248K | 1.39% | 18 |
|
|
2024
Q3 | $3.42M | Buy |
13,067
+265
| +2% | +$69.3K | 1% | 27 |
|
|
2024
Q2 | $2.53M | Buy |
12,802
+1,818
| +17% | +$360K | 0.79% | 34 |
|
|
2024
Q1 | $1.93M | Buy |
10,984
+1,691
| +18% | +$297K | 0.6% | 41 |
|
|
2023
Q4 | $2.31M | Buy |
+9,293
| New | +$2.31M | 0.81% | 32 |
|
|
2023
Q3 | – | Sell |
-5,040
| Closed | -$1.32M | – | 132 |
|
|
2023
Q2 | $1.32M | Buy |
5,040
+435
| +9% | +$114K | 0.42% | 54 |
|
|
2023
Q1 | $955K | Sell |
4,605
-92
| -2% | -$19.1K | 0.34% | 58 |
|
|
2022
Q4 | $579K | Sell |
4,697
-72
| -2% | -$8.87K | 0.23% | 71 |
|
|
2022
Q3 | $1.27M | Buy |
4,769
+3,296
| +224% | +$874K | 0.47% | 52 |
|
|
2022
Q2 | $992K | Buy |
1,473
+72
| +5% | +$48.5K | 0.36% | 56 |
|
|
2022
Q1 | $1.51M | Buy |
1,401
+106
| +8% | +$114K | 0.41% | 61 |
|
|
2021
Q4 | $1.37M | Sell |
1,295
-31
| -2% | -$32.8K | 0.35% | 69 |
|
|
2021
Q3 | $1.03M | Buy |
1,326
+83
| +7% | +$64.3K | 0.3% | 67 |
|
|
2021
Q2 | $845K | Buy |
1,243
+150
| +14% | +$102K | 0.26% | 74 |
|
|
2021
Q1 | $730K | Buy |
1,093
+32
| +3% | +$21.4K | 0.26% | 70 |
|
|
2020
Q4 | $748K | Buy |
1,061
+41
| +4% | +$28.9K | 0.32% | 63 |
|
|
2020
Q3 | $437K | Buy |
+1,020
| New | +$437K | 0.22% | 76 |
|