Juncture Wealth Strategies’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $538K | Buy |
1,694
+339
| +25% | +$108K | 0.19% | 66 |
|
2025
Q1 | $351K | Buy |
1,355
+234
| +21% | +$60.6K | 0.14% | 93 |
|
2024
Q4 | $453K | Buy |
1,121
+3
| +0.3% | +$1.21K | 0.17% | 78 |
|
2024
Q3 | $293K | Sell |
1,118
-10
| -0.9% | -$2.62K | 0.11% | 102 |
|
2024
Q2 | $223K | Sell |
1,128
-118
| -9% | -$23.4K | 0.09% | 103 |
|
2024
Q1 | $219K | Sell |
1,246
-11
| -0.9% | -$1.93K | 0.09% | 107 |
|
2023
Q4 | $312K | Sell |
1,257
-80
| -6% | -$19.9K | 0.14% | 89 |
|
2023
Q3 | $335K | Sell |
1,337
-256
| -16% | -$64.1K | 0.16% | 99 |
|
2023
Q2 | $417K | Sell |
1,593
-2,338
| -59% | -$612K | 0.2% | 92 |
|
2023
Q1 | $816K | Buy |
3,931
+548
| +16% | +$114K | 0.4% | 45 |
|
2022
Q4 | $417K | Sell |
3,383
-1,042
| -24% | -$128K | 0.2% | 79 |
|
2022
Q3 | $1.17M | Sell |
4,425
-6
| -0.1% | -$1.59K | 0.58% | 35 |
|
2022
Q2 | $995K | Buy |
4,431
+225
| +5% | +$50.5K | 0.49% | 36 |
|
2022
Q1 | $1.51M | Sell |
4,206
-138
| -3% | -$49.6K | 0.72% | 31 |
|
2021
Q4 | $1.53M | Sell |
4,344
-78
| -2% | -$27.5K | 0.73% | 31 |
|
2021
Q3 | $1.14M | Buy |
+4,422
| New | +$1.14M | 0.6% | 33 |
|