Brown 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 | $720K | Buy |
2,266
+1,067
| +89% | +$339K | 0.22% | 58 |
|
|
2025
Q1 | $311K | Buy |
1,199
+460
| +62% | +$119K | 0.11% | 75 |
|
|
2024
Q4 | $298K | Sell |
739
-386
| -34% | -$156K | 0.11% | 67 |
|
|
2024
Q3 | $294K | Buy |
+1,125
| New | +$294K | 0.11% | 68 |
|
|
2024
Q1 | – | Sell |
-970
| Closed | -$241K | – | 98 |
|
|
2023
Q4 | $241K | Sell |
970
-1
| -0.1% | -$248 | 0.11% | 75 |
|
|
2023
Q3 | $243K | Sell |
971
-88
| -8% | -$22K | 0.12% | 67 |
|
|
2023
Q2 | $277K | Buy |
+1,059
| New | +$277K | 0.14% | 76 |
|