Strait & Sound 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 | $2.97M | Sell |
9,343
-250
| -3% | -$79.4K | 1.26% | 18 |
|
|
2025
Q1 | $2.49M | Sell |
9,593
-1,562
| -14% | -$405K | 1.16% | 19 |
|
|
2024
Q4 | $4.5M | Sell |
11,155
-224
| -2% | -$90.5K | 2.09% | 11 |
|
|
2024
Q3 | $2.98M | Sell |
11,379
-95
| -0.8% | -$24.9K | 1.45% | 14 |
|
|
2024
Q2 | $2.27M | Sell |
11,474
-861
| -7% | -$170K | 1.16% | 16 |
|
|
2024
Q1 | $2.15M | Buy |
12,335
+319
| +3% | +$55.7K | 1.2% | 16 |
|
|
2023
Q4 | $2.59M | Buy |
12,016
+249
| +2% | +$53.7K | 1.62% | 13 |
|
|
2023
Q3 | $2.94M | Sell |
11,767
-536
| -4% | -$134K | 2.53% | 7 |
|
|
2023
Q2 | $3.22M | Sell |
12,303
-213
| -2% | -$55.8K | 3.19% | 6 |
|
|
2023
Q1 | $2.6M | Sell |
12,516
-45
| -0.4% | -$9.34K | 2.58% | 8 |
|
|
2022
Q4 | $1.65M | Buy |
+12,561
| New | +$1.65M | 1.8% | 13 |
|