Patrick M. Sweeney & Associates’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$568K Buy
1,802
+64
+4% +$20.2K 0.39% 64
2025
Q1
$450K Sell
1,738
-98
-5% -$25.4K 0.34% 77
2024
Q4
$741K Hold
1,836
0.56% 47
2024
Q3
$480K Sell
1,836
-90
-5% -$23.5K 0.35% 74
2024
Q2
$381K Buy
1,926
+140
+8% +$27.7K 0.31% 77
2024
Q1
$314K Buy
1,786
+90
+5% +$15.8K 0.26% 93
2023
Q4
$421K Buy
+1,696
New +$421K 0.39% 68