Certus 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 | $812K | Hold |
2,555
| – | – | 0.52% | 35 |
|
|
2025
Q1 | $813K | Buy |
2,555
+333
| +15% | +$106K | 0.55% | 34 |
|
|
2024
Q4 | $779K | Sell |
2,222
-67
| -3% | -$23.5K | 0.52% | 33 |
|
|
2024
Q3 | $599K | Hold |
2,289
| – | – | 0.42% | 38 |
|
|
2024
Q2 | $453K | Sell |
2,289
-111
| -5% | -$22K | 0.34% | 44 |
|
|
2024
Q1 | $435K | Sell |
2,400
-547
| -19% | -$99.1K | 0.35% | 43 |
|
|
2023
Q4 | $732K | Buy |
2,947
+15
| +0.5% | +$3.73K | 0.62% | 32 |
|
|
2023
Q3 | $734K | Hold |
2,932
| – | – | 0.7% | 30 |
|
|
2023
Q2 | $768K | Buy |
+2,932
| New | +$768K | 0.76% | 36 |
|