Greatmark Investment 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
$302K Buy
950
+82
+9% +$26K 0.04% 118
2025
Q1
$225K Buy
868
+18
+2% +$4.67K 0.03% 127
2024
Q4
$343K Hold
850
0.05% 112
2024
Q3
$222K Buy
+850
New +$222K 0.03% 127
2024
Q1
Sell
-961
Closed -$239K 131
2023
Q4
$239K Buy
961
+11
+1% +$2.73K 0.04% 119
2023
Q3
$238K Hold
950
0.04% 114
2023
Q2
$249K Buy
+950
New +$249K 0.04% 118