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