Pine Harbor 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
Q1 | – | Sell |
-710
| Closed | -$287K | – | 101 |
|
|
2024
Q4 | $287K | Sell |
710
-330
| -32% | -$133K | 0.12% | 73 |
|
|
2024
Q3 | $272K | Sell |
1,040
-1,468
| -59% | -$384K | 0.14% | 80 |
|
|
2024
Q2 | $496K | Sell |
2,508
-1,200
| -32% | -$237K | 0.29% | 52 |
|
|
2024
Q1 | $652K | Hold |
3,708
| – | – | 0.41% | 42 |
|
|
2023
Q4 | $921K | Buy |
+3,708
| New | +$921K | 0.7% | 28 |
|