Fortress 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 | – | Sell |
-1,212
| Closed | -$314K | – | 74 |
|
|
2025
Q1 | $314K | Sell |
1,212
-550
| -31% | -$143K | 0.16% | 58 |
|
|
2024
Q4 | $712K | Buy |
1,762
+401
| +29% | +$162K | 0.35% | 44 |
|
|
2024
Q3 | $356K | Sell |
1,361
-20
| -1% | -$5.23K | 0.18% | 56 |
|
|
2024
Q2 | $273K | Buy |
1,381
+21
| +2% | +$4.16K | 0.14% | 60 |
|
|
2024
Q1 | $239K | Buy |
+1,360
| New | +$239K | 0.12% | 63 |
|
|
2023
Q4 | – | Sell |
-958
| Closed | -$240K | – | 70 |
|
|
2023
Q3 | $240K | Buy |
+958
| New | +$240K | 0.16% | 56 |
|
|
2022
Q4 | – | Sell |
-762
| Closed | -$202K | – | 59 |
|
|
2022
Q3 | $202K | Buy |
+762
| New | +$202K | 0.21% | 50 |
|
|
2022
Q2 | – | Sell |
-987
| Closed | -$355K | – | 65 |
|
|
2022
Q1 | $355K | Hold |
987
| – | – | 0.27% | 40 |
|
|
2021
Q4 | $348K | Buy |
+987
| New | +$348K | 0.26% | 39 |
|