Cherry Tree Wealth Management’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$451K	Hold	1,212	–	–	0.1%	102
2025 Q4	$545K	Buy	1,212 +1,193	+6,279%	+$529K	0.12%	92
2025 Q3	$8.45K	Buy	19 +5	+36%	+$1.73K	﹤0.01%	427
2025 Q2	$4.45K	Sell	14 -81	-85%	-$24.4K	﹤0.01%	491
2025 Q1	$24.5K	Buy	95 +44	+86%	+$14.7K	0.01%	319
2024 Q4	$20.6K	Hold	51	–	–	0.01%	336
2024 Q3	$13.3K	Hold	51	–	–	﹤0.01%	384
2024 Q2	$10.1K	Buy	51 +26	+104%	+$4.54K	﹤0.01%	392
2024 Q1	$4.39K	Hold	25	–	–	﹤0.01%	452
2023 Q4	$6.21K	Sell	25 -24	-49%	-$5.7K	﹤0.01%	410
2023 Q3	$12.3K	Sell	49 -16	-25%	-$4.11K	﹤0.01%	326
2023 Q2	$17K	Buy	+65	New	+$13K	0.01%	301