Intergy Private 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 | $936K | Buy |
2,948
+375
| +15% | +$119K | 0.32% | 46 |
|
|
2025
Q1 | $667K | Buy |
2,573
+518
| +25% | +$134K | 0.25% | 56 |
|
|
2024
Q4 | $830K | Buy |
2,055
+290
| +16% | +$117K | 0.31% | 50 |
|
|
2024
Q3 | $462K | Buy |
1,765
+238
| +16% | +$62.3K | 0.18% | 62 |
|
|
2024
Q2 | $302K | Buy |
1,527
+130
| +9% | +$25.7K | 0.12% | 69 |
|
|
2024
Q1 | $246K | Buy |
1,397
+168
| +14% | +$29.5K | 0.1% | 75 |
|
|
2023
Q4 | $305K | Sell |
1,229
-68
| -5% | -$16.9K | 0.13% | 64 |
|
|
2023
Q3 | $325K | Buy |
1,297
+227
| +21% | +$56.8K | 0.16% | 59 |
|
|
2023
Q2 | $280K | Buy |
1,070
+45
| +4% | +$11.8K | 0.14% | 63 |
|
|
2023
Q1 | $213K | Buy |
+1,025
| New | +$213K | 0.12% | 65 |
|
|
2022
Q2 | – | Sell |
-1,056
| Closed | -$379K | – | 68 |
|
|
2022
Q1 | $379K | Buy |
1,056
+60
| +6% | +$21.5K | 0.26% | 39 |
|
|
2021
Q4 | $351K | Buy |
+996
| New | +$351K | 0.27% | 40 |
|