Catalyst Private Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-896
| Closed | -$232K | – | 83 |
|
2025
Q1 | $232K | Hold |
896
| – | – | 0.11% | 71 |
|
2024
Q4 | $362K | Sell |
896
-201
| -18% | -$81.2K | 0.16% | 66 |
|
2024
Q3 | $287K | Buy |
1,097
+5
| +0.5% | +$1.31K | 0.14% | 68 |
|
2024
Q2 | $216K | Buy |
+1,092
| New | +$216K | 0.11% | 76 |
|
2024
Q1 | – | Sell |
-979
| Closed | -$243K | – | 83 |
|
2023
Q4 | $243K | Sell |
979
-50
| -5% | -$12.4K | 0.11% | 71 |
|
2023
Q3 | $257K | Sell |
1,029
-4
| -0.4% | -$1K | 0.15% | 63 |
|
2023
Q2 | $270K | Sell |
1,033
-77
| -7% | -$20.2K | 0.17% | 63 |
|
2023
Q1 | $230K | Buy |
+1,110
| New | +$230K | 0.16% | 70 |
|
2022
Q4 | – | Sell |
-1,034
| Closed | -$274K | – | 78 |
|
2022
Q3 | $274K | Buy |
1,034
+5
| +0.5% | +$1.33K | 0.21% | 56 |
|
2022
Q2 | $231K | Buy |
+1,029
| New | +$231K | 0.16% | 67 |
|
2020
Q4 | – | Sell |
-75
| Closed | -$11K | – | 259 |
|
2020
Q3 | $11K | Buy |
+75
| New | +$11K | 0.01% | 205 |
|