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