Leeward Financial Partners’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-518
Closed -$209K 96
2024
Q4
$209K Buy
+518
New +$209K 0.07% 90
2024
Q1
Sell
-1,229
Closed -$305K 99
2023
Q4
$305K Buy
1,229
+91
+8% +$22.6K 0.15% 71
2023
Q3
$285K Buy
1,138
+35
+3% +$8.76K 0.16% 66
2023
Q2
$289K Buy
+1,103
New +$289K 0.17% 71
2022
Q4
Sell
-1,500
Closed -$398K 70
2022
Q3
$398K Buy
1,500
+75
+5% +$19.9K 0.29% 56
2022
Q2
$320K Buy
1,425
+336
+31% +$75.5K 0.22% 57
2022
Q1
$391K Buy
1,089
+465
+75% +$167K 0.24% 53
2021
Q4
$220K Buy
+624
New +$220K 0.14% 66