Napa 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 | $1.04M | Buy |
3,268
+1,387
| +74% | +$441K | 0.5% | 55 |
|
|
2025
Q1 | $487K | Sell |
1,881
-5,174
| -73% | -$1.34M | 0.27% | 117 |
|
|
2024
Q4 | $2.85M | Sell |
7,055
-7,912
| -53% | -$3.2M | 1.23% | 14 |
|
|
2024
Q3 | $3.92M | Buy |
14,967
+13,600
| +995% | +$3.56M | 1.85% | 6 |
|
|
2024
Q2 | $271K | Buy |
+1,367
| New | +$271K | 0.18% | 88 |
|
|
2024
Q1 | – | Sell |
-1,435
| Closed | -$357K | – | 112 |
|
|
2023
Q4 | $357K | Buy |
+1,435
| New | +$357K | 0.19% | 79 |
|