Capstone Wealth Management Group (Pennsylvania)’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,066
| Closed | -$1.24M | – | 80 |
|
|
2024
Q4 | $1.24M | Buy |
3,066
+492
| +19% | +$199K | 0.66% | 40 |
|
|
2024
Q3 | $673K | Sell |
2,574
-107
| -4% | -$28K | 0.4% | 49 |
|
|
2024
Q2 | $531K | Sell |
2,681
-930
| -26% | -$184K | 0.35% | 54 |
|
|
2024
Q1 | $635K | Buy |
+3,611
| New | +$635K | 0.46% | 46 |
|
|
2023
Q2 | – | Sell |
-1,461
| Closed | -$303K | – | 61 |
|
|
2023
Q1 | $303K | Buy |
+1,461
| New | +$303K | 0.34% | 45 |
|
|
2022
Q4 | – | Sell |
-796
| Closed | -$211K | – | 61 |
|
|
2022
Q3 | $211K | Buy |
+796
| New | +$211K | 0.27% | 53 |
|
|
2022
Q1 | – | Sell |
-606
| Closed | -$213K | – | 78 |
|
|
2021
Q4 | $213K | Buy |
+606
| New | +$213K | 0.17% | 77 |
|