Taylor & Morgan 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 | $435K | Buy |
1,369
+17
| +1% | +$5.4K | 0.29% | 44 |
|
|
2025
Q1 | $350K | Sell |
1,352
-67
| -5% | -$17.4K | 0.26% | 44 |
|
|
2024
Q4 | $573K | Sell |
1,419
-295
| -17% | -$119K | 0.4% | 38 |
|
|
2024
Q3 | $448K | Buy |
1,714
+194
| +13% | +$50.8K | 0.3% | 44 |
|
|
2024
Q2 | $301K | Buy |
+1,520
| New | +$301K | 0.21% | 50 |
|
|
2023
Q3 | – | Sell |
-790
| Closed | -$207K | – | 63 |
|
|
2023
Q2 | $207K | Buy |
+790
| New | +$207K | 0.17% | 61 |
|