Curated 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 | $569K | Buy |
1,792
+82
| +5% | +$26K | 0.07% | 89 |
|
|
2025
Q1 | $443K | Buy |
1,710
+719
| +73% | +$186K | 0.06% | 97 |
|
|
2024
Q4 | $400K | Buy |
991
+15
| +2% | +$6.06K | 0.05% | 100 |
|
|
2024
Q3 | $255K | Buy |
+976
| New | +$255K | 0.03% | 120 |
|
|
2024
Q1 | – | Sell |
-2,473
| Closed | -$614K | – | 129 |
|
|
2023
Q4 | $614K | Buy |
2,473
+71
| +3% | +$17.6K | 0.1% | 78 |
|
|
2023
Q3 | $601K | Sell |
2,402
-32
| -1% | -$8.01K | 0.11% | 67 |
|
|
2023
Q2 | $637K | Buy |
2,434
+223
| +10% | +$58.4K | 0.12% | 61 |
|
|
2023
Q1 | $459K | Buy |
2,211
+63
| +3% | +$13.1K | 0.1% | 72 |
|
|
2022
Q4 | $265K | Sell |
2,148
-327
| -13% | -$40.3K | 0.06% | 106 |
|
|
2022
Q3 | $657K | Buy |
2,475
+39
| +2% | +$10.4K | 0.19% | 43 |
|
|
2022
Q2 | $547K | Buy |
2,436
+1,446
| +146% | +$325K | 0.16% | 57 |
|
|
2022
Q1 | $349K | Hold |
990
| – | – | 0.12% | 95 |
|
|
2021
Q4 | $349K | Buy |
990
+87
| +10% | +$30.7K | 0.11% | 98 |
|
|
2021
Q3 | $233K | Buy |
+903
| New | +$233K | 0.13% | 129 |
|