Confluence Wealth 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 | $1.56M | Sell |
4,912
-6
| -0.1% | -$1.91K | 0.09% | 111 |
|
|
2025
Q1 | $1.23M | Sell |
4,918
-434
| -8% | -$109K | 0.08% | 128 |
|
|
2024
Q4 | $2.21M | Buy |
5,352
+14
| +0.3% | +$5.77K | 0.14% | 76 |
|
|
2024
Q3 | $1.4M | Sell |
5,338
-5,397
| -50% | -$1.41M | 0.1% | 105 |
|
|
2024
Q2 | $2.12M | Buy |
10,735
+1,085
| +11% | +$215K | 0.17% | 72 |
|
|
2024
Q1 | $1.7M | Buy |
9,650
+226
| +2% | +$39.7K | 0.15% | 78 |
|
|
2023
Q4 | $2.34M | Buy |
9,424
+334
| +4% | +$83K | 0.26% | 57 |
|
|
2023
Q3 | $2.27M | Buy |
9,090
+5
| +0.1% | +$1.25K | 0.45% | 40 |
|
|
2023
Q2 | $2.38M | Sell |
9,085
-26
| -0.3% | -$6.81K | 0.5% | 37 |
|
|
2023
Q1 | $1.89M | Buy |
9,111
+181
| +2% | +$37.6K | 0.44% | 46 |
|
|
2022
Q4 | $1.1M | Buy |
8,930
+5,484
| +159% | +$676K | 0.29% | 73 |
|
|
2022
Q3 | $914K | Sell |
3,446
-5,347
| -61% | -$1.42M | 0.39% | 77 |
|
|
2022
Q2 | $2.52M | Buy |
8,793
+3,579
| +69% | +$1.03M | 1.11% | 15 |
|
|
2022
Q1 | $1.87M | Sell |
5,214
-21
| -0.4% | -$7.54K | 0.68% | 34 |
|
|
2021
Q4 | $1.84M | Buy |
+5,235
| New | +$1.84M | 0.59% | 34 |
|