Affinity 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
$638K Hold
2,008
0.1% 57
2025
Q1
$520K Sell
2,008
-120
-6% -$31.1K 0.1% 57
2024
Q4
$859K Sell
2,128
-408
-16% -$165K 0.15% 49
2024
Q3
$663K Hold
2,536
0.12% 55
2024
Q2
$502K Buy
2,536
+50
+2% +$9.89K 0.09% 57
2024
Q1
$437K Hold
2,486
0.08% 63
2023
Q4
$618K Hold
2,486
0.13% 54
2023
Q3
$622K Sell
2,486
-500
-17% -$125K 0.14% 55
2023
Q2
$782K Buy
2,986
+500
+20% +$131K 0.18% 54
2023
Q1
$516K Sell
2,486
-1,100
-31% -$228K 0.12% 63
2022
Q4
$442K Buy
+3,586
New +$442K 0.1% 59
2021
Q2
Sell
-1,689
Closed -$406K 115
2021
Q1
$406K Buy
1,689
+150
+10% +$36.1K 0.08% 64
2020
Q4
$433K Buy
+1,539
New +$433K 0.09% 63