OBWP
O'Brien Wealth Partners’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1K | Buy |
79
+18
| +30% | +$5.72K | ﹤0.01% | 73 |
|
|
2025
Q1 | $15.8K | Buy |
61
+41
| +205% | +$10.6K | ﹤0.01% | 66 |
|
|
2024
Q4 | $8.08K | Hold |
20
| – | – | ﹤0.01% | 64 |
|
|
2024
Q3 | $5.23K | Buy |
+20
| New | +$5.23K | ﹤0.01% | 64 |
|
|
2024
Q1 | – | Sell |
-76
| Closed | -$18.9K | – | 69 |
|
|
2023
Q4 | $18.9K | Buy |
76
+16
| +27% | +$3.98K | ﹤0.01% | 59 |
|
|
2023
Q3 | $15K | Hold |
60
| – | – | ﹤0.01% | 54 |
|
|
2023
Q2 | $15.7K | Buy |
+60
| New | +$15.7K | ﹤0.01% | 54 |
|
|
2022
Q4 | – | Sell |
-145
| Closed | -$38K | – | 63 |
|
|
2022
Q3 | $38K | Buy |
145
+109
| +303% | +$28.6K | 0.02% | 56 |
|
|
2022
Q2 | $24K | Sell |
36
-2
| -5% | -$1.33K | 0.01% | 63 |
|
|
2022
Q1 | $30K | Buy |
38
+8
| +27% | +$6.32K | 0.01% | 53 |
|
|
2021
Q4 | $28K | Sell |
30
-10
| -25% | -$9.33K | 0.01% | 53 |
|
|
2021
Q3 | $31K | Buy |
+40
| New | +$31K | 0.01% | 44 |
|
|
2018
Q2 | – | Sell |
-7
| Closed | -$2K | – | 173 |
|
|
2018
Q1 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 173 |
|