Elevation 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 | $2.8M | Buy |
8,807
+316
| +4% | +$100K | 1.1% | 26 |
|
|
2025
Q1 | $2.2M | Sell |
8,491
-39
| -0.5% | -$10.1K | 0.95% | 28 |
|
|
2024
Q4 | $3.44M | Buy |
8,530
+2,336
| +38% | +$943K | 1.46% | 16 |
|
|
2024
Q3 | $1.62M | Sell |
6,194
-15
| -0.2% | -$3.92K | 0.7% | 30 |
|
|
2024
Q2 | $1.23M | Buy |
6,209
+336
| +6% | +$66.5K | 0.58% | 37 |
|
|
2024
Q1 | $1.03M | Buy |
5,873
+460
| +8% | +$80.9K | 0.52% | 38 |
|
|
2023
Q4 | $1.35M | Buy |
5,413
+117
| +2% | +$29.3K | 0.81% | 25 |
|
|
2023
Q3 | $1.33M | Hold |
5,296
| – | – | 1.14% | 17 |
|
|
2023
Q2 | $1.39M | Sell |
5,296
-100
| -2% | -$26.2K | 1.17% | 17 |
|
|
2023
Q1 | $1.12M | Buy |
+5,396
| New | +$1.12M | 1.02% | 20 |
|