Jessup 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 | $7.92M | Buy |
24,944
+1,535
| +7% | +$488K | 3.18% | 10 |
|
|
2025
Q1 | $6.07M | Buy |
+23,409
| New | +$6.07M | 2.55% | 15 |
|
|
2024
Q1 | – | Sell |
-20,116
| Closed | -$5M | – | 67 |
|
|
2023
Q4 | $5M | Buy |
+20,116
| New | +$5M | 2.5% | 18 |
|
|
2023
Q3 | – | Sell |
-1,061
| Closed | -$278K | – | 74 |
|
|
2023
Q2 | $278K | Sell |
1,061
-181
| -15% | -$47.4K | 0.15% | 52 |
|
|
2023
Q1 | $258K | Buy |
+1,242
| New | +$258K | 0.15% | 60 |
|