Cerro Pacific Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
993
+189
| +24% | +$60K | 0.09% | 129 |
|
|
2025
Q1 | $325K | Buy |
804
+30
| +4% | +$12.1K | 0.11% | 122 |
|
|
2024
Q4 | $203K | Buy |
+774
| New | +$203K | 0.07% | 156 |
|
|
2022
Q2 | – | Sell |
-741
| Closed | -$266K | – | 143 |
|
|
2022
Q1 | $266K | Buy |
741
+99
| +15% | +$35.5K | 0.16% | 114 |
|
|
2021
Q4 | $226K | Buy |
+642
| New | +$226K | 0.14% | 115 |
|
|
2020
Q4 | $265K | Buy |
+1,125
| New | +$265K | 0.16% | 94 |
|