Heirloom 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 | $282K | Sell |
889
-10
| -1% | -$3.18K | 0.07% | 38 |
|
|
2025
Q1 | $233K | Buy |
899
+15
| +2% | +$3.89K | 0.07% | 39 |
|
|
2024
Q4 | $357K | Sell |
884
-1
| -0.1% | -$404 | 0.11% | 37 |
|
|
2024
Q3 | $232K | Buy |
+885
| New | +$232K | 0.07% | 41 |
|
|
2024
Q1 | – | Sell |
-831
| Closed | -$206K | – | 53 |
|
|
2023
Q4 | $206K | Hold |
831
| – | – | 0.08% | 51 |
|
|
2023
Q3 | $208K | Sell |
831
-9
| -1% | -$2.25K | 0.09% | 50 |
|
|
2023
Q2 | $220K | Buy |
+840
| New | +$220K | 0.1% | 48 |
|