Convergence Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.19M | Sell |
28,936
-4,927
| -15% | -$1.57M | 1.58% | 19 |
|
|
2025
Q1 | $8.78M | Buy |
33,863
+4,998
| +17% | +$1.3M | 1.72% | 18 |
|
|
2024
Q4 | $11.7M | Buy |
28,865
+1,701
| +6% | +$687K | 2.33% | 13 |
|
|
2024
Q3 | $7.11M | Buy |
27,164
+2,173
| +9% | +$569K | 1.51% | 19 |
|
|
2024
Q2 | $4.95M | Buy |
+24,991
| New | +$4.95M | 1.31% | 20 |
|
|
2024
Q1 | – | Sell |
-9,415
| Closed | -$2.34M | – | 53 |
|
|
2023
Q4 | $2.34M | Sell |
9,415
-2,951
| -24% | -$733K | 1.04% | 16 |
|
|
2023
Q3 | $3.09M | Buy |
12,366
+6,039
| +95% | +$1.51M | 1.84% | 13 |
|
|
2023
Q2 | $1.66M | Buy |
+6,327
| New | +$1.66M | 1.02% | 13 |
|
|
2023
Q1 | – | Sell |
-30,240
| Closed | -$3.72M | – | 30 |
|
|
2022
Q4 | $3.72M | Buy |
+30,240
| New | +$3.72M | 3.3% | 8 |
|
|
2022
Q2 | – | Sell |
-5,493
| Closed | -$1.97M | – | 25 |
|
|
2022
Q1 | $1.97M | Sell |
5,493
-576
| -9% | -$207K | 2.12% | 7 |
|
|
2021
Q4 | $2.14M | Buy |
+6,069
| New | +$2.14M | 2.22% | 8 |
|