Castle 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 | $506K | Hold |
1,594
| – | – | 0.18% | 72 |
|
|
2025
Q1 | $413K | Sell |
1,594
-19
| -1% | -$4.92K | 0.16% | 86 |
|
|
2024
Q4 | $651K | Sell |
1,613
-12
| -0.7% | -$4.85K | 0.26% | 70 |
|
|
2024
Q3 | $425K | Sell |
1,625
-156
| -9% | -$40.8K | 0.17% | 86 |
|
|
2024
Q2 | $352K | Sell |
1,781
-38
| -2% | -$7.52K | 0.17% | 94 |
|
|
2024
Q1 | $320K | Sell |
1,819
-42
| -2% | -$7.38K | 0.17% | 98 |
|
|
2023
Q4 | $462K | Sell |
1,861
-2
| -0.1% | -$497 | 0.28% | 80 |
|
|
2023
Q3 | $466K | Buy |
1,863
+4
| +0.2% | +$1K | 0.33% | 66 |
|
|
2023
Q2 | $487K | Buy |
1,859
+32
| +2% | +$8.38K | 0.34% | 67 |
|
|
2023
Q1 | $379K | Sell |
1,827
-30
| -2% | -$6.22K | 0.29% | 73 |
|
|
2022
Q4 | $229K | Sell |
1,857
-9
| -0.5% | -$1.11K | 0.14% | 99 |
|
|
2022
Q3 | $495K | Buy |
1,866
+39
| +2% | +$10.3K | 0.3% | 58 |
|
|
2022
Q2 | $410K | Buy |
+1,827
| New | +$410K | 0.24% | 70 |
|