Mindset 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
$1.35M Sell
4,248
-457
-10% -$145K 0.44% 21
2025
Q1
$1.22M Buy
4,705
+1,422
+43% +$369K 0.47% 19
2024
Q4
$1.33M Buy
3,283
+446
+16% +$180K 0.48% 14
2024
Q3
$742K Buy
+2,837
New +$742K 0.31% 30