Sterling Group 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
Q1 | – | Sell |
-1,314
| Closed | -$531K | – | 64 |
|
|
2024
Q4 | $531K | Sell |
1,314
-104
| -7% | -$42K | 0.28% | 28 |
|
|
2024
Q3 | $371K | Sell |
1,418
-150
| -10% | -$39.2K | 0.2% | 37 |
|
|
2024
Q2 | $310K | Buy |
+1,568
| New | +$310K | 0.18% | 39 |
|
|
2024
Q1 | – | Sell |
-1,644
| Closed | -$409K | – | 40 |
|
|
2023
Q4 | $409K | Buy |
1,644
+135
| +9% | +$33.5K | 0.32% | 32 |
|
|
2023
Q3 | $378K | Buy |
1,509
+13
| +0.9% | +$3.25K | 0.36% | 32 |
|
|
2023
Q2 | $392K | Sell |
1,496
-13
| -0.9% | -$3.4K | 0.34% | 31 |
|
|
2023
Q1 | $313K | Buy |
+1,509
| New | +$313K | 0.3% | 33 |
|