Modern 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 | $6.53M | Buy |
20,551
+5,508
| +37% | +$1.75M | 0.16% | 134 |
|
|
2025
Q1 | $3.9M | Buy |
15,043
+5,557
| +59% | +$1.44M | 0.12% | 146 |
|
|
2024
Q4 | $3.83M | Buy |
9,486
+791
| +9% | +$319K | 0.14% | 131 |
|
|
2024
Q3 | $2.27M | Buy |
8,695
+745
| +9% | +$195K | 0.14% | 100 |
|
|
2024
Q2 | $1.57M | Buy |
7,950
+94
| +1% | +$18.6K | 0.12% | 106 |
|
|
2024
Q1 | $1.38M | Buy |
7,856
+657
| +9% | +$115K | 0.13% | 97 |
|
|
2023
Q4 | $1.79M | Buy |
+7,199
| New | +$1.79M | 0.23% | 43 |
|