Kathleen S. Wright Associates’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.2K | Buy |
262
+24
| +10% | +$7.62K | 0.03% | 132 |
|
|
2025
Q1 | $61.7K | Buy |
238
+20
| +9% | +$5.18K | 0.03% | 140 |
|
|
2024
Q4 | $88K | Sell |
218
-40
| -16% | -$16.2K | 0.04% | 128 |
|
|
2024
Q3 | $67.5K | Hold |
258
| – | – | 0.03% | 141 |
|
|
2024
Q2 | $51.1K | Buy |
258
+68
| +36% | +$13.5K | 0.02% | 141 |
|
|
2024
Q1 | $33.4K | Hold |
190
| – | – | 0.02% | 148 |
|
|
2023
Q4 | $47.2K | Buy |
190
+100
| +111% | +$24.8K | 0.02% | 126 |
|
|
2023
Q3 | $22.5K | Hold |
90
| – | – | 0.01% | 140 |
|
|
2023
Q2 | $23.6K | Hold |
90
| – | – | 0.02% | 121 |
|
|
2023
Q1 | $18.7K | Hold |
90
| – | – | 0.01% | 120 |
|
|
2022
Q4 | $11K | Hold |
90
| – | – | 0.01% | 146 |
|
|
2022
Q3 | $24K | Hold |
90
| – | – | 0.02% | 124 |
|
|
2022
Q2 | $20K | Hold |
90
| – | – | 0.02% | 120 |
|
|
2022
Q1 | $32K | Hold |
90
| – | – | 0.02% | 120 |
|
|
2021
Q4 | $32K | Buy |
+90
| New | +$32K | 0.02% | 113 |
|