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Spinnaker Investment Group’s Tesla TSLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$223K Sell
702
-339
-33% -$108K 0.05% 94
2025
Q1
$270K Buy
1,041
+133
+15% +$34.5K 0.06% 89
2024
Q4
$367K Buy
+908
New +$367K 0.09% 63
2022
Q4
Sell
-765
Closed -$205K 87
2022
Q3
$205K Buy
+765
New +$205K 0.08% 80
2022
Q2
Sell
-284
Closed -$312K 91
2022
Q1
$312K Hold
284
0.1% 66
2021
Q4
$283K Buy
+284
New +$283K 0.1% 77