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Balboa Wealth Partners’s Tesla TSLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$39.6M Sell
124,541
-1,428
-1% -$454K 7.93% 2
2025
Q1
$32.6M Sell
125,969
-392
-0.3% -$102K 7.88% 1
2024
Q4
$51M Sell
126,361
-14,542
-10% -$5.87M 11.64% 1
2024
Q3
$36.9M Sell
140,903
-1,036
-0.7% -$271K 9.18% 2
2024
Q2
$28.1M Buy
+141,939
New +$28.1M 7.42% 2
2024
Q1
Sell
-138,588
Closed -$34.4M 315
2023
Q4
$34.4M Sell
138,588
-1,622
-1% -$403K 11.44% 1
2023
Q3
$35.1M Sell
140,210
-4,808
-3% -$1.2M 13.16% 1
2023
Q2
$38M Sell
145,018
-2,234
-2% -$585K 13.24% 1
2023
Q1
$30.5M Buy
147,252
+1,054
+0.7% +$219K 11.54% 1
2022
Q4
$18M Buy
146,198
+1,175
+0.8% +$145K 8.12% 1
2022
Q3
$38.5M Buy
+145,023
New +$38.5M 16.92% 1