Core Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
5,236
+1,543
| +42% | +$490K | 0.84% | 36 |
|
|
2025
Q1 | $957K | Buy |
3,693
+715
| +24% | +$185K | 0.56% | 47 |
|
|
2024
Q4 | $1.2M | Buy |
2,978
+406
| +16% | +$164K | 0.69% | 40 |
|
|
2024
Q3 | $673K | Buy |
2,572
+604
| +31% | +$158K | 0.41% | 59 |
|
|
2024
Q2 | $389K | Buy |
1,968
+790
| +67% | +$156K | 0.27% | 80 |
|
|
2024
Q1 | $207K | Buy |
1,178
+149
| +14% | +$26.2K | 0.16% | 132 |
|
|
2023
Q4 | $256K | Buy |
1,029
+150
| +17% | +$37.3K | 0.21% | 88 |
|
|
2023
Q3 | $220K | Buy |
+879
| New | +$220K | 0.2% | 94 |
|
|
2023
Q1 | – | Sell |
-2,669
| Closed | -$204K | – | 136 |
|
|
2022
Q4 | $204K | Buy |
+2,669
| New | +$204K | 0.23% | 96 |
|