Mosaic Family Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Buy |
2,161
+66
| +3% | +$21K | 0.09% | 106 |
|
|
2025
Q1 | $543K | Sell |
2,095
-164
| -7% | -$42.5K | 0.08% | 126 |
|
|
2024
Q4 | $912K | Buy |
2,259
+21
| +0.9% | +$8.48K | 0.13% | 86 |
|
|
2024
Q3 | $586K | Sell |
2,238
-2,224
| -50% | -$582K | 0.09% | 111 |
|
|
2024
Q2 | $883K | Buy |
4,462
+128
| +3% | +$25.3K | 0.14% | 85 |
|
|
2024
Q1 | $762K | Sell |
4,334
-165
| -4% | -$29K | 0.13% | 91 |
|
|
2023
Q4 | $1.12M | Sell |
4,499
-100
| -2% | -$24.8K | 0.19% | 59 |
|
|
2023
Q3 | $1.15M | Sell |
4,599
-45
| -1% | -$11.3K | 0.23% | 49 |
|
|
2023
Q2 | $1.22M | Sell |
4,644
-8
| -0.2% | -$2.09K | 0.24% | 49 |
|
|
2023
Q1 | $965K | Buy |
4,652
+109
| +2% | +$22.6K | 0.2% | 63 |
|
|
2022
Q4 | $560K | Buy |
+4,543
| New | +$560K | 0.16% | 92 |
|