Commonwealth Financial Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
1,354
+436
| +47% | +$139K | 0.08% | 123 |
|
|
2025
Q1 | $238K | Sell |
918
-143
| -13% | -$37.1K | 0.05% | 172 |
|
|
2024
Q4 | $429K | Buy |
+1,061
| New | +$429K | 0.08% | 116 |
|
|
2024
Q3 | – | Sell |
-945
| Closed | -$239K | – | 205 |
|
|
2024
Q2 | $239K | Buy |
945
+95
| +11% | +$24K | 0.05% | 167 |
|
|
2024
Q1 | $211K | Hold |
850
| – | – | 0.05% | 171 |
|
|
2023
Q4 | $211K | Sell |
850
-155
| -15% | -$38.5K | 0.05% | 171 |
|
|
2023
Q3 | $251K | Buy |
+1,005
| New | +$251K | 0.07% | 152 |
|
|
2016
Q4 | – | Sell |
-30,000
| Closed | -$408K | – | 264 |
|
|
2016
Q3 | $408K | Buy |
+30,000
| New | +$408K | 0.38% | 30 |
|