Quaker 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
Q2 | $559K | Buy |
+1,760
| New | +$559K | 0.19% | 31 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 775 |
|
|
2024
Q3 | $364K | Buy |
+1,392
| New | +$364K | 0.13% | 38 |
|
|
2024
Q1 | $209K | Buy |
1,190
+101
| +9% | +$17.8K | 0.08% | 53 |
|
|
2023
Q4 | $271K | Buy |
+1,089
| New | +$271K | 0.12% | 39 |
|
|
2023
Q3 | – | Sell |
-768
| Closed | -$201K | – | 55 |
|
|
2023
Q2 | $201K | Buy |
+768
| New | +$201K | 0.09% | 48 |
|
|
2021
Q1 | $347K | Sell |
1,560
-300
| -16% | -$66.7K | 0.16% | 36 |
|
|
2020
Q4 | $438K | Sell |
1,860
-150
| -7% | -$35.3K | 0.23% | 32 |
|
|
2020
Q3 | $287K | Buy |
+2,010
| New | +$287K | 0.15% | 38 |
|