Cypress Point Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $325K | Buy |
|
|||||
2025
Q2 | $231K | Buy |
|
|||||
2025
Q1 | – | Sell |
|
|||||
2024
Q4 | $6.2M | Sell |
|
|||||
2024
Q3 | $4.09M | Buy |
|
|||||
2024
Q2 | $3.08M | Sell |
|
|||||
2024
Q1 | $2.76M | Buy |
|
|||||
2023
Q4 | $3.83M | Hold |
|
|||||
2023
Q3 | $3.85M | Buy |
|
|||||
2023
Q2 | $3.86M | Hold |
|
|||||
2023
Q1 | $3.06M | Hold |
|
|||||
2022
Q4 | $1.82M | Hold |
|
|||||
2022
Q3 | $3.91M | Sell |
|
|||||
2022
Q2 | $3.59M | Buy |
|
|||||
2022
Q1 | $5.49M | Hold |
|
|||||
2021
Q4 | $5.38M | Hold |
|
|||||
2021
Q3 | $3.95M | Hold |
|
|||||
2021
Q2 | $3.46M | Hold |
|
|||||
2021
Q1 | $3.4M | Hold |
|
|||||
2020
Q4 | $3.59M | Buy |
|