Instrumental Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
1,417
+49
| +4% | +$15.2K | 0.35% | 33 |
|
|
2025
Q1 | $390K | Buy |
1,368
+312
| +30% | +$88.9K | 0.35% | 32 |
|
|
2024
Q4 | $357K | Buy |
1,056
+91
| +9% | +$30.7K | 0.34% | 30 |
|
|
2024
Q3 | $211K | Buy |
+965
| New | +$211K | 0.21% | 42 |
|
|
2024
Q1 | – | Sell |
-1,043
| Closed | -$217K | – | 45 |
|
|
2023
Q4 | $217K | Buy |
1,043
+20
| +2% | +$4.16K | 0.23% | 35 |
|
|
2023
Q3 | $261K | Buy |
1,023
+154
| +18% | +$39.2K | 0.3% | 27 |
|
|
2023
Q2 | $236K | Buy |
+869
| New | +$236K | 0.28% | 28 |
|