Brass Tax 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
$596K Buy
1,877
+559
+42% +$178K 0.11% 96
2025
Q1
$342K Sell
1,318
-533
-29% -$138K 0.07% 137
2024
Q4
$748K Sell
1,851
-436
-19% -$176K 0.16% 72
2024
Q3
$598K Buy
2,287
+1,068
+88% +$279K 0.13% 82
2024
Q2
$241K Buy
+1,219
New +$241K 0.1% 117