Summit Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Buy |
1,483
+251
| +20% | +$79.7K | 0.09% | 136 |
|
|
2025
Q1 | $319K | Buy |
1,232
+283
| +30% | +$73.3K | 0.06% | 168 |
|
|
2024
Q4 | $383K | Sell |
949
-727
| -43% | -$294K | 0.08% | 145 |
|
|
2024
Q3 | $438K | Sell |
1,676
-265
| -14% | -$69.3K | 0.08% | 148 |
|
|
2024
Q2 | $384K | Sell |
1,941
-142
| -7% | -$28.1K | 0.08% | 157 |
|
|
2024
Q1 | $366K | Sell |
2,083
-125
| -6% | -$22K | 0.08% | 154 |
|
|
2023
Q4 | $549K | Buy |
2,208
+49
| +2% | +$12.2K | 0.13% | 110 |
|
|
2023
Q3 | $540K | Buy |
2,159
+648
| +43% | +$162K | 0.14% | 100 |
|
|
2023
Q2 | $396K | Buy |
1,511
+267
| +21% | +$69.9K | 0.1% | 128 |
|
|
2023
Q1 | $258K | Buy |
+1,244
| New | +$258K | 0.07% | 160 |
|
|
2022
Q4 | – | Sell |
-856
| Closed | -$227K | – | 180 |
|
|
2022
Q3 | $227K | Buy |
+856
| New | +$227K | 0.06% | 145 |
|
|
2022
Q2 | – | Sell |
-786
| Closed | -$282K | – | 181 |
|
|
2022
Q1 | $282K | Buy |
786
+183
| +30% | +$65.7K | 0.06% | 133 |
|
|
2021
Q4 | $212K | Buy |
+603
| New | +$212K | 0.05% | 152 |
|