Soundmark Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,478
| Closed | -$260K | – | 47 |
|
|
2024
Q1 | $260K | Hold |
1,478
| – | – | 0.12% | 58 |
|
|
2023
Q4 | $367K | Sell |
1,478
-158
| -10% | -$39.3K | 0.18% | 53 |
|
|
2023
Q3 | $409K | Sell |
1,636
-390
| -19% | -$97.6K | 0.23% | 47 |
|
|
2023
Q2 | $530K | Hold |
2,026
| – | – | 0.3% | 46 |
|
|
2023
Q1 | $420K | Hold |
2,026
| – | – | 0.25% | 47 |
|
|
2022
Q4 | $250K | Sell |
2,026
-167
| -8% | -$20.6K | 0.16% | 51 |
|
|
2022
Q3 | $582K | Hold |
2,193
| – | – | 0.41% | 38 |
|
|
2022
Q2 | $492K | Hold |
2,193
| – | – | 0.35% | 41 |
|
|
2022
Q1 | $787K | Sell |
2,193
-27
| -1% | -$9.69K | 0.55% | 34 |
|
|
2021
Q4 | $782K | Sell |
2,220
-2,352
| -51% | -$828K | 0.53% | 35 |
|
|
2021
Q3 | $1.18M | Sell |
4,572
-45
| -1% | -$11.6K | 0.43% | 32 |
|
|
2021
Q2 | $1.05M | Buy |
4,617
+390
| +9% | +$88.5K | 0.43% | 28 |
|
|
2021
Q1 | $941K | Buy |
4,227
+495
| +13% | +$110K | 0.52% | 28 |
|
|
2020
Q4 | $878K | Buy |
+3,732
| New | +$878K | 0.56% | 28 |
|