Congress Wealth Management’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.8M	Buy	46,694 +18,498	+66%	+$5.57M	0.14%	174
2025 Q1	$7.39M	Buy	28,196 +19,607	+228%	+$6.53M	0.09%	256
2024 Q4	$3.47M	Sell	8,589 -808	-9%	-$260K	0.05%	331
2024 Q3	$2.46M	Buy	9,397 +1,719	+22%	+$392K	0.03%	391
2024 Q2	$1.52M	Sell	7,678 -1,538	-17%	-$269K	0.02%	383
2024 Q1	$1.62M	Sell	9,216 -58,966	-86%	-$11.5M	0.03%	334
2023 Q4	$16.9M	Buy	68,182 +6,811	+11%	+$1.62M	0.31%	79
2023 Q3	$15.4M	Buy	61,371 +1,910	+3%	+$491K	0.32%	72
2023 Q2	$15.6M	Sell	59,461 -334	-0.6%	-$66.8K	0.36%	65
2023 Q1	$12.4M	Buy	59,795 +52,054	+672%	+$9.08M	0.3%	91
2022 Q4	$954K	Buy	7,741 +1,627	+27%	+$308K	0.02%	341
2022 Q3	$1.62M	Sell	6,114 -219	-3%	-$61.2K	0.04%	291
2022 Q2	$1.42M	Sell	6,333 -3,735	-37%	-$1.02M	0.04%	305
2022 Q1	$3.62M	Buy	+10,068	New	+$3.14M	0.08%	244