MGO Private Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Hold |
1,876
| – | – | 0.38% | 41 |
|
|
2025
Q1 | $486K | Buy |
1,876
+187
| +11% | +$48.5K | 0.34% | 42 |
|
|
2024
Q4 | $682K | Buy |
+1,689
| New | +$682K | 0.49% | 38 |
|
|
2023
Q3 | – | Sell |
-978
| Closed | -$256K | – | 75 |
|
|
2023
Q2 | $256K | Sell |
978
-211
| -18% | -$55.2K | 0.19% | 56 |
|
|
2023
Q1 | $247K | Sell |
1,189
-10,113
| -89% | -$2.1M | 0.19% | 63 |
|
|
2022
Q4 | $1.39M | Sell |
11,302
-4,841
| -30% | -$596K | 0.64% | 36 |
|
|
2022
Q3 | $4.28M | Buy |
+16,143
| New | +$4.28M | 2.04% | 14 |
|