Cyndeo 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 | $6.81M | Sell |
21,447
-2,362
| -10% | -$750K | 0.4% | 76 |
|
|
2025
Q1 | $6.17M | Buy |
23,809
+1,236
| +5% | +$320K | 0.41% | 81 |
|
|
2024
Q4 | $9.12M | Buy |
22,573
+1,728
| +8% | +$698K | 0.62% | 44 |
|
|
2024
Q3 | $5.45M | Buy |
20,845
+5,931
| +40% | +$1.55M | 0.38% | 82 |
|
|
2024
Q2 | $2.95M | Sell |
14,914
-1,848
| -11% | -$366K | 0.23% | 124 |
|
|
2024
Q1 | $2.95M | Sell |
16,762
-7,448
| -31% | -$1.31M | 0.25% | 118 |
|
|
2023
Q4 | $6.02M | Buy |
24,210
+162
| +0.7% | +$40.3K | 0.56% | 48 |
|
|
2023
Q3 | $6.02M | Buy |
24,048
+888
| +4% | +$222K | 0.63% | 46 |
|
|
2023
Q2 | $6.06M | Buy |
23,160
+849
| +4% | +$222K | 0.63% | 50 |
|
|
2023
Q1 | $4.63M | Buy |
22,311
+253
| +1% | +$52.5K | 0.5% | 62 |
|
|
2022
Q4 | $2.72M | Buy |
+22,058
| New | +$2.72M | 0.32% | 105 |
|