Journey Strategic 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
$7.11M Buy
22,374
+11,141
+99% +$3.54M 0.23% 37
2025
Q1
$2.91M Buy
11,233
+1,985
+21% +$514K 0.1% 62
2024
Q4
$3.73M Buy
9,248
+713
+8% +$288K 0.14% 46
2024
Q3
$2.23M Buy
8,535
+2,525
+42% +$661K 0.08% 66
2024
Q2
$1.19M Buy
6,010
+2,460
+69% +$487K 0.05% 80
2024
Q1
$624K Buy
3,550
+93
+3% +$16.3K 0.03% 111
2023
Q4
$859K Sell
3,457
-913
-21% -$227K 0.04% 70
2023
Q3
$1.09M Buy
4,370
+1,516
+53% +$379K 0.05% 55
2023
Q2
$747K Sell
2,854
-1,984
-41% -$519K 0.03% 69
2023
Q1
$1M Buy
4,838
+2,464
+104% +$511K 0.11% 57
2022
Q4
$292K Sell
2,374
-1,418
-37% -$175K 0.03% 145
2022
Q3
$1.01M Buy
3,792
+1,017
+37% +$270K 0.14% 41
2022
Q2
$623K Sell
2,775
-585
-17% -$131K 0.08% 50
2022
Q1
$1.21M Buy
3,360
+258
+8% +$92.7K 0.13% 22
2021
Q4
$1.09M Buy
+3,102
New +$1.09M 0.11% 42