Cherry Tree 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 | $4.45K | Sell |
14
-81
| -85% | -$25.7K | ﹤0.01% | 491 |
|
|
2025
Q1 | $24.5K | Buy |
95
+44
| +86% | +$11.4K | 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% | +$5.15K | ﹤0.01% | 392 |
|
|
2024
Q1 | $4.4K | Hold |
25
| – | – | ﹤0.01% | 452 |
|
|
2023
Q4 | $6.21K | Sell |
25
-24
| -49% | -$5.96K | ﹤0.01% | 410 |
|
|
2023
Q3 | $12.3K | Sell |
49
-16
| -25% | -$4K | ﹤0.01% | 326 |
|
|
2023
Q2 | $17K | Buy |
+65
| New | +$17K | 0.01% | 301 |
|