Private Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.94M | Sell |
6,095
-21
| -0.3% | -$6.67K | 0.15% | 66 |
|
2025
Q1 | $1.59M | Sell |
6,116
-2,154
| -26% | -$558K | 0.13% | 75 |
|
2024
Q4 | $3.34M | Sell |
8,270
-242
| -3% | -$97.7K | 0.26% | 56 |
|
2024
Q3 | $2.23M | Sell |
8,512
-91
| -1% | -$23.8K | 0.18% | 63 |
|
2024
Q2 | $1.7M | Sell |
8,603
-2,659
| -24% | -$526K | 0.13% | 70 |
|
2024
Q1 | $1.98M | Buy |
11,262
+295
| +3% | +$51.9K | 0.16% | 62 |
|
2023
Q4 | $2.73M | Buy |
10,967
+4,017
| +58% | +$998K | 0.23% | 49 |
|
2023
Q3 | $1.74M | Sell |
6,950
-5
| -0.1% | -$1.25K | 0.17% | 56 |
|
2023
Q2 | $1.82M | Buy |
6,955
+46
| +0.7% | +$12K | 0.17% | 59 |
|
2023
Q1 | $1.43M | Buy |
+6,909
| New | +$1.43M | 0.14% | 61 |
|
2021
Q1 | – | Sell |
-924
| Closed | -$217K | – | 108 |
|
2020
Q4 | $217K | Buy |
+924
| New | +$217K | 0.02% | 112 |
|