Capstone Wealth Management Group (Pennsylvania)’s Tesla TSLA Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,066	Closed	-$1.24M	–	80
2024 Q4	$1.24M	Buy	3,066 +492	+19%	+$158K	0.66%	40
2024 Q3	$673K	Sell	2,574 -107	-4%	-$24.4K	0.4%	49
2024 Q2	$531K	Sell	2,681 -930	-26%	-$163K	0.35%	54
2024 Q1	$635K	Buy	+3,611	New	+$705K	0.46%	46
2023 Q2	–	Sell	-1,461	Closed	-$303K	–	61
2023 Q1	$303K	Buy	+1,461	New	+$255K	0.34%	45
2022 Q4	–	Sell	-796	Closed	-$211K	–	61
2022 Q3	$211K	Buy	+796	New	+$222K	0.27%	53
2022 Q1	–	Sell	-606	Closed	-$213K	–	78
2021 Q4	$213K	Buy	+606	New	+$203K	0.17%	77

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s TSLA Position: Q1 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Tesla (TSLA) in Q1 2025, closing a stake of 3,066 shares — an estimated $1.24M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in TSLA in Q4 2021 and held it in 7 quarters. The position peaked at $1.24M in Q4 2024. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Capstone Wealth Management Group (Pennsylvania) reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 3,066 Tesla shares in Q1 2025, an estimated $1.24M.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Tesla in Q4 2021 and held it in 7 quarters.
Capstone Wealth Management Group (Pennsylvania)'s Tesla position peaked at $1.24M in Q4 2024.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2025, filed 28 Apr 2025.