Johnson & White 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 | $308K | Sell |
970
-1,000
| -51% | -$318K | 0.16% | 87 |
|
|
2025
Q1 | $511K | Buy |
1,970
+220
| +13% | +$57.1K | 0.29% | 64 |
|
|
2024
Q4 | $664K | Sell |
1,750
-450
| -20% | -$171K | 0.4% | 53 |
|
|
2024
Q3 | $576K | Sell |
2,200
-30
| -1% | -$7.86K | 0.5% | 34 |
|
|
2024
Q2 | $441K | Buy |
+2,230
| New | +$441K | 0.42% | 36 |
|
|
2024
Q1 | – | Sell |
-871
| Closed | -$216K | – | 88 |
|
|
2023
Q4 | $216K | Buy |
+871
| New | +$216K | 0.18% | 79 |
|