Palumbo 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
$449K Sell
1,412
-989
-41% -$314K 0.14% 114
2025
Q1
$622K Buy
2,401
+1,130
+89% +$293K 0.21% 76
2024
Q4
$513K Sell
1,271
-12
-0.9% -$4.85K 0.19% 82
2024
Q3
$336K Sell
1,283
-9
-0.7% -$2.36K 0.13% 109
2024
Q2
$256K Buy
1,292
+80
+7% +$15.8K 0.11% 114
2024
Q1
$213K Buy
1,212
+50
+4% +$8.79K 0.1% 117
2023
Q4
$289K Buy
+1,162
New +$289K 0.15% 101