Horizon Family Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-507
| Closed | -$205K | – | 83 |
|
|
2024
Q4 | $205K | Sell |
507
-903
| -64% | -$365K | 0.14% | 80 |
|
|
2024
Q3 | $369K | Buy |
1,410
+40
| +3% | +$10.5K | 0.26% | 52 |
|
|
2024
Q2 | $271K | Buy |
1,370
+98
| +8% | +$19.4K | 0.21% | 63 |
|
|
2024
Q1 | $224K | Sell |
1,272
-152
| -11% | -$26.7K | 0.17% | 71 |
|
|
2023
Q4 | $354K | Buy |
+1,424
| New | +$354K | 0.3% | 42 |
|
|
2022
Q2 | – | Sell |
-705
| Closed | -$253K | – | 59 |
|
|
2022
Q1 | $253K | Buy |
+705
| New | +$253K | 0.25% | 51 |
|