Daymark 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
$8.3M Buy
26,132
+4,434
+20% +$1.41M 0.32% 67
2025
Q1
$5.62M Sell
21,698
-8,102
-27% -$2.1M 0.24% 88
2024
Q4
$12M Sell
29,800
-1,903
-6% -$769K 0.51% 45
2024
Q3
$8.29M Sell
31,703
-1,729
-5% -$452K 0.35% 65
2024
Q2
$6.62M Buy
33,432
+23,938
+252% +$4.74M 0.3% 74
2024
Q1
$1.67M Sell
9,494
-1,060
-10% -$186K 0.09% 146
2023
Q4
$2.62M Buy
10,554
+45
+0.4% +$11.2K 0.16% 106
2023
Q3
$2.63M Buy
10,509
+875
+9% +$219K 0.18% 102
2023
Q2
$2.52M Buy
9,634
+7,070
+276% +$1.85M 0.19% 103
2023
Q1
$532K Buy
2,564
+784
+44% +$163K 0.07% 181
2022
Q4
$219K Buy
+1,780
New +$219K 0.04% 211