Birchcreek 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 | $332K | Buy |
1,044
+35
| +3% | +$11.1K | 0.19% | 86 |
|
|
2025
Q1 | $261K | Buy |
1,009
+20
| +2% | +$5.18K | 0.17% | 94 |
|
|
2024
Q4 | $399K | Sell |
989
-70
| -7% | -$28.3K | 0.25% | 77 |
|
|
2024
Q3 | $277K | Buy |
+1,059
| New | +$277K | 0.18% | 94 |
|
|
2024
Q1 | – | Sell |
-854
| Closed | -$212K | – | 160 |
|
|
2023
Q4 | $212K | Buy |
+854
| New | +$212K | 0.13% | 129 |
|
|
2023
Q3 | – | Sell |
-922
| Closed | -$241K | – | 140 |
|
|
2023
Q2 | $241K | Buy |
+922
| New | +$241K | 0.17% | 114 |
|