Signature Wealth Management 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 | $640K | Buy |
2,014
+315
| +19% | +$100K | 0.37% | 51 |
|
|
2025
Q1 | $440K | Buy |
1,699
+1,183
| +229% | +$307K | 0.29% | 62 |
|
|
2024
Q4 | $208K | Buy |
+516
| New | +$208K | 0.14% | 97 |
|
|
2022
Q2 | – | Sell |
-645
| Closed | -$232K | – | 116 |
|
|
2022
Q1 | $232K | Hold |
645
| – | – | 0.2% | 99 |
|
|
2021
Q4 | $227K | Buy |
+645
| New | +$227K | 0.19% | 98 |
|