HRC 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 | $679K | Buy |
2,136
+46
| +2% | +$14.6K | 0.36% | 25 |
|
2025
Q1 | $542K | Buy |
2,090
+16
| +0.8% | +$4.15K | 0.34% | 26 |
|
2024
Q4 | $838K | Buy |
2,074
+1,003
| +94% | +$405K | 0.5% | 15 |
|
2024
Q3 | $280K | Buy |
1,071
+53
| +5% | +$13.9K | 0.18% | 36 |
|
2024
Q2 | $201K | Buy |
+1,018
| New | +$201K | 0.14% | 41 |
|
2024
Q1 | – | Sell |
-892
| Closed | -$222K | – | 42 |
|
2023
Q4 | $222K | Buy |
+892
| New | +$222K | 0.19% | 24 |
|