Summit Wealth Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Hold |
1,398
| – | – | 0.11% | 66 |
|
|
2025
Q1 | $362K | Sell |
1,398
-11
| -0.8% | -$2.85K | 0.11% | 68 |
|
|
2024
Q4 | $569K | Hold |
1,409
| – | – | 0.16% | 54 |
|
|
2024
Q3 | $369K | Hold |
1,409
| – | – | 0.11% | 63 |
|
|
2024
Q2 | $279K | Buy |
1,409
+15
| +1% | +$2.97K | 0.08% | 71 |
|
|
2024
Q1 | $245K | Hold |
1,394
| – | – | 0.17% | 39 |
|
|
2023
Q4 | $346K | Hold |
1,394
| – | – | 0.27% | 28 |
|
|
2023
Q3 | $349K | Buy |
1,394
+376
| +37% | +$94.1K | 0.31% | 28 |
|
|
2023
Q2 | $266K | Sell |
1,018
-164,328
| -99% | -$42.9M | 0.11% | 63 |
|
|
2023
Q1 | $1K | Buy |
+165,346
| New | +$1K | 0.02% | 144 |
|