Kerntke Otto McGlone Wealth Management Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
+771
| New | +$245K | 0.19% | 74 |
|
|
2022
Q3 | – | Sell |
-975
| Closed | -$219K | – | 57 |
|
|
2022
Q2 | $219K | Buy |
+975
| New | +$219K | 0.33% | 49 |
|
|
2022
Q1 | – | Sell |
-942
| Closed | -$332K | – | 65 |
|
|
2021
Q4 | $332K | Buy |
+942
| New | +$332K | 0.4% | 45 |
|
|
2021
Q3 | – | Sell |
-1,068
| Closed | -$242K | – | 118 |
|
|
2021
Q2 | $242K | Buy |
1,068
+3
| +0.3% | +$680 | 0.1% | 117 |
|
|
2021
Q1 | $237K | Hold |
1,065
| – | – | 0.12% | 112 |
|
|
2020
Q4 | $251K | Buy |
+1,065
| New | +$251K | 0.15% | 101 |
|