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Neumann Capital Management’s Tesla TSLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,500
Closed -$648K 103
2025
Q1
$648K Hold
2,500
0.22% 72
2024
Q4
$1.01M Sell
2,500
-1,250
-33% -$505K 0.34% 59
2024
Q3
$981K Sell
3,750
-1,250
-25% -$327K 0.33% 60
2024
Q2
$989K Hold
5,000
0.34% 58
2024
Q1
$879K Buy
+5,000
New +$879K 0.31% 64