MBE Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
+1,029
| New | +$327K | 0.14% | 85 |
|
|
2025
Q1 | – | Sell |
-730
| Closed | -$295K | – | 127 |
|
|
2024
Q4 | $295K | Sell |
730
-210
| -22% | -$84.8K | 0.17% | 70 |
|
|
2024
Q3 | $246K | Buy |
+940
| New | +$246K | 0.14% | 82 |
|
|
2024
Q1 | – | Sell |
-958
| Closed | -$238K | – | 98 |
|
|
2023
Q4 | $238K | Buy |
958
+102
| +12% | +$25.3K | 0.12% | 75 |
|
|
2023
Q3 | $214K | Buy |
+856
| New | +$214K | 0.12% | 71 |
|
|
2020
Q2 | – | Sell |
-60
| Closed | -$2K | – | 470 |
|
|
2020
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 473 |
|