Gitterman 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 | $37.2K | Buy |
+117
| New | +$37.2K | 0.01% | 296 |
|
|
2023
Q1 | – | Sell |
-1,714
| Closed | -$211K | – | 110 |
|
|
2022
Q4 | $211K | Buy |
1,714
+106
| +7% | +$13.1K | 0.11% | 66 |
|
|
2022
Q3 | $427K | Buy |
1,608
+108
| +7% | +$28.7K | 0.44% | 21 |
|
|
2022
Q2 | $337K | Hold |
1,500
| – | – | 0.32% | 39 |
|
|
2022
Q1 | $539K | Hold |
1,500
| – | – | 0.43% | 29 |
|
|
2021
Q4 | $528K | Hold |
1,500
| – | – | 0.39% | 33 |
|
|
2021
Q3 | $388K | Hold |
1,500
| – | – | 0.31% | 33 |
|
|
2021
Q2 | $340K | Sell |
1,500
-54
| -3% | -$12.2K | 0.28% | 36 |
|
|
2021
Q1 | $346K | Buy |
+1,554
| New | +$346K | 0.22% | 36 |
|