Cascade Financial Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Sell |
21,727
-1,642
| -7% | -$522K | 0.83% | 25 |
|
|
2025
Q1 | $6.06M | Sell |
23,369
-740
| -3% | -$192K | 0.76% | 25 |
|
|
2024
Q4 | $9.74M | Sell |
24,109
-760
| -3% | -$307K | 1.27% | 15 |
|
|
2024
Q3 | $5.42M | Sell |
24,869
-1,071
| -4% | -$233K | 0.68% | 27 |
|
|
2024
Q2 | $5.13M | Buy |
25,940
+800
| +3% | +$158K | 0.67% | 28 |
|
|
2024
Q1 | $4.3M | Buy |
+25,140
| New | +$4.3M | 0.62% | 30 |
|