Rockline 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 | $4.28M | Buy |
13,485
+1,362
| +11% | +$433K | 1.01% | 31 |
|
|
2025
Q1 | $3.14M | Buy |
12,123
+456
| +4% | +$118K | 0.87% | 39 |
|
|
2024
Q4 | $4.71M | Buy |
11,667
+344
| +3% | +$139K | 1.26% | 20 |
|
|
2024
Q3 | $2.96M | Buy |
11,323
+1,816
| +19% | +$475K | 0.84% | 38 |
|
|
2024
Q2 | $1.88M | Buy |
9,507
+1,089
| +13% | +$215K | 0.58% | 50 |
|
|
2024
Q1 | $1.48M | Sell |
8,418
-1,738
| -17% | -$306K | 0.52% | 51 |
|
|
2023
Q4 | $2.52M | Buy |
+10,156
| New | +$2.52M | 1.05% | 37 |
|