Cherrydale 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 | $548K | Buy |
1,726
+17
| +1% | +$5.4K | 0.19% | 41 |
|
|
2025
Q1 | $443K | Sell |
1,709
-27
| -2% | -$7K | 0.18% | 41 |
|
|
2024
Q4 | $701K | Sell |
1,736
-5,583
| -76% | -$2.25M | 0.27% | 33 |
|
|
2024
Q3 | $1.91M | Buy |
7,319
+304
| +4% | +$79.5K | 0.78% | 16 |
|
|
2024
Q2 | $1.39M | Sell |
7,015
-1,504
| -18% | -$298K | 0.61% | 18 |
|
|
2024
Q1 | $1.5M | Buy |
8,519
+68
| +0.8% | +$12K | 0.7% | 17 |
|
|
2023
Q4 | $2.1M | Sell |
8,451
-47
| -0.6% | -$11.7K | 1.1% | 13 |
|
|
2023
Q3 | $2.13M | Buy |
8,498
+218
| +3% | +$54.5K | 1.27% | 12 |
|
|
2023
Q2 | $2.17M | Buy |
8,280
+32
| +0.4% | +$8.38K | 1.51% | 11 |
|
|
2023
Q1 | $1.71M | Buy |
8,248
+437
| +6% | +$90.7K | 1.3% | 10 |
|
|
2022
Q4 | $962K | Sell |
7,811
-220
| -3% | -$27.1K | 0.8% | 12 |
|
|
2022
Q3 | $2.13M | Buy |
8,031
+99
| +1% | +$26.3K | 1.97% | 11 |
|
|
2022
Q2 | $1.78M | Sell |
7,932
-48
| -0.6% | -$10.8K | 1.63% | 12 |
|
|
2022
Q1 | $2.87M | Buy |
7,980
+3
| +0% | +$1.08K | 2.1% | 8 |
|
|
2021
Q4 | $2.81M | Buy |
+7,977
| New | +$2.81M | 2.11% | 9 |
|