Compass 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 | – | Sell |
-115
| Closed | -$29.8K | – | 387 |
|
|
2025
Q1 | $29.8K | Buy |
115
+90
| +360% | +$23.3K | 0.01% | 297 |
|
|
2024
Q4 | $10.1K | Buy |
+25
| New | +$10.1K | ﹤0.01% | 344 |
|
|
2023
Q3 | – | Sell |
-24
| Closed | -$6.28K | – | 414 |
|
|
2023
Q2 | $6.28K | Hold |
24
| – | – | ﹤0.01% | 373 |
|
|
2023
Q1 | $4.98K | Sell |
24
-6
| -20% | -$1.25K | ﹤0.01% | 383 |
|
|
2022
Q4 | $3.7K | Buy |
+30
| New | +$3.7K | ﹤0.01% | 391 |
|