Integris 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 | $1M | Buy |
3,154
+275
| +10% | +$87.4K | 0.26% | 34 |
|
|
2025
Q1 | $746K | Sell |
2,879
-89
| -3% | -$23.1K | 0.21% | 38 |
|
|
2024
Q4 | $1.2M | Sell |
2,968
-213
| -7% | -$86K | 0.34% | 28 |
|
|
2024
Q3 | $832K | Sell |
3,181
-884
| -22% | -$231K | 0.23% | 35 |
|
|
2024
Q2 | $804K | Buy |
4,065
+42
| +1% | +$8.31K | 0.23% | 34 |
|
|
2024
Q1 | $707K | Sell |
4,023
-38
| -0.9% | -$6.68K | 0.2% | 37 |
|
|
2023
Q4 | $1.01M | Buy |
4,061
+10
| +0.2% | +$2.49K | 0.3% | 32 |
|
|
2023
Q3 | $1.01M | Buy |
4,051
+2
| +0% | +$500 | 0.33% | 33 |
|
|
2023
Q2 | $1.06M | Sell |
4,049
-265
| -6% | -$69.4K | 0.38% | 26 |
|
|
2023
Q1 | $895K | Sell |
4,314
-277
| -6% | -$57.5K | 0.33% | 29 |
|
|
2022
Q4 | $566K | Buy |
+4,591
| New | +$566K | 0.22% | 40 |
|