Private Wealth Management Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Buy |
449
+15
| +3% | +$4.76K | 0.05% | 100 |
|
|
2025
Q1 | $112K | Buy |
434
+232
| +115% | +$60.1K | 0.04% | 107 |
|
|
2024
Q4 | $81.5K | Buy |
202
+2
| +1% | +$807 | 0.03% | 130 |
|
|
2024
Q3 | $52.3K | Buy |
200
+17
| +9% | +$4.44K | 0.02% | 157 |
|
|
2024
Q2 | $36.2K | Sell |
183
-302
| -62% | -$59.7K | 0.02% | 188 |
|
|
2024
Q1 | $85.2K | Buy |
485
+13
| +3% | +$2.28K | 0.04% | 107 |
|
|
2023
Q4 | $117K | Buy |
+472
| New | +$117K | 0.06% | 87 |
|