Surience Private Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
9,581
+8,076
| +537% | +$2.57M | 2.86% | 14 |
|
|
2025
Q1 | $390K | Sell |
1,505
-8,356
| -85% | -$2.17M | 0.68% | 24 |
|
|
2024
Q4 | $3.98M | Buy |
+9,861
| New | +$3.98M | 5.14% | 12 |
|
|
2024
Q3 | – | Sell |
-4,395
| Closed | -$870K | – | 40 |
|
|
2024
Q2 | $870K | Sell |
4,395
-16,539
| -79% | -$3.27M | 1.12% | 22 |
|
|
2024
Q1 | $3.68M | Buy |
20,934
+4,725
| +29% | +$831K | 3.49% | 13 |
|
|
2023
Q4 | $4.03M | Buy |
+16,209
| New | +$4.03M | 4.09% | 8 |
|
|
2022
Q2 | – | Sell |
-10,461
| Closed | -$3.76M | – | 22 |
|
|
2022
Q1 | $3.76M | Sell |
10,461
-2,943
| -22% | -$1.06M | 3.29% | 12 |
|
|
2021
Q4 | $4.72M | Buy |
+13,404
| New | +$4.72M | 3.85% | 13 |
|