Keystone Wealth Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
7,798
+888
| +13% | +$282K | 0.6% | 39 |
|
|
2025
Q1 | $1.79M | Buy |
6,910
+184
| +3% | +$47.7K | 0.48% | 47 |
|
|
2024
Q4 | $2.72M | Buy |
6,726
+159
| +2% | +$64.2K | 0.72% | 31 |
|
|
2024
Q3 | $1.72M | Buy |
6,567
+574
| +10% | +$150K | 0.48% | 49 |
|
|
2024
Q2 | $1.19M | Buy |
5,993
+49
| +0.8% | +$9.7K | 0.37% | 68 |
|
|
2024
Q1 | $1.04M | Buy |
5,944
+516
| +10% | +$90.7K | 0.34% | 73 |
|
|
2023
Q4 | $1.35M | Buy |
5,428
+1,052
| +24% | +$261K | 0.46% | 51 |
|
|
2023
Q3 | $1.09M | Buy |
4,376
+484
| +12% | +$121K | 0.42% | 62 |
|
|
2023
Q2 | $1.02M | Sell |
3,892
-67
| -2% | -$17.5K | 0.38% | 60 |
|
|
2023
Q1 | $821K | Buy |
3,959
+327
| +9% | +$67.8K | 0.34% | 72 |
|
|
2022
Q4 | $447K | Sell |
3,632
-119
| -3% | -$14.7K | 0.2% | 113 |
|
|
2022
Q3 | $995K | Buy |
3,751
+196
| +6% | +$52K | 0.47% | 50 |
|
|
2022
Q2 | $798K | Buy |
3,555
+339
| +11% | +$76.1K | 0.36% | 63 |
|
|
2022
Q1 | $1.16M | Sell |
3,216
-15
| -0.5% | -$5.39K | 0.46% | 55 |
|
|
2021
Q4 | $1.14M | Buy |
+3,231
| New | +$1.14M | 0.46% | 55 |
|