Crestmont Private Wealth’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$247K	Buy	+779	New	+$247K	0.09%	69
2025 Q1	–	Sell	-768	Closed	-$310K	–	86
2024 Q4	$310K	Sell	768 -269	-26%	-$109K	0.14%	48
2024 Q3	$271K	Buy	1,037 +21	+2%	+$5.49K	0.12%	62
2024 Q2	$201K	Buy	+1,016	New	+$201K	0.1%	83