Invictus 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
$330K Sell
1,039
-1,106
-52% -$351K 0.02% 66
2025
Q1
$556K Sell
2,145
-160
-7% -$41.5K 0.04% 50
2024
Q4
$931K Buy
2,305
+652
+39% +$263K 0.07% 41
2024
Q3
$432K Sell
1,653
-148
-8% -$38.7K 0.03% 63
2024
Q2
$356K Sell
1,801
-697
-28% -$138K 0.03% 67
2024
Q1
$439K Sell
2,498
-880
-26% -$155K 0.04% 57
2023
Q4
$839K Sell
3,378
-49
-1% -$12.2K 0.08% 37
2023
Q3
$858K Sell
3,427
-32
-0.9% -$8.01K 0.09% 40
2023
Q2
$905K Sell
3,459
-82
-2% -$21.5K 0.1% 40
2023
Q1
$735K Sell
3,541
-19,745
-85% -$4.1M 0.09% 43
2022
Q4
$2.87M Buy
+23,286
New +$2.87M 0.37% 29