Dogwood Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
1,187
+737
| +164% | +$219K | 0.17% | 84 |
|
|
2025
Q1 | $117K | Buy |
450
+18
| +4% | +$4.66K | 0.06% | 97 |
|
|
2024
Q4 | $174K | Buy |
432
+35
| +9% | +$14.1K | 0.09% | 90 |
|
|
2024
Q3 | $104K | Hold |
397
| – | – | 0.06% | 97 |
|
|
2024
Q2 | $78.6K | Buy |
397
+102
| +35% | +$20.2K | 0.05% | 105 |
|
|
2024
Q1 | $51.9K | Hold |
295
| – | – | 0.04% | 125 |
|
|
2023
Q4 | $73.4K | Buy |
+295
| New | +$73.4K | 0.06% | 119 |
|