One Charles Private Wealth Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+675
| New | +$214K | 0.06% | 148 |
|
|
2025
Q1 | – | Sell |
-513
| Closed | -$207K | – | 155 |
|
|
2024
Q4 | $207K | Buy |
+513
| New | +$207K | 0.07% | 145 |
|
|
2022
Q2 | – | Sell |
-699
| Closed | -$251K | – | 127 |
|
|
2022
Q1 | $251K | Sell |
699
-6
| -0.9% | -$2.16K | 0.16% | 100 |
|
|
2021
Q4 | $248K | Buy |
+705
| New | +$248K | 0.14% | 103 |
|