TCV Trust & 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
$359K Buy
1,129
+40
+4% +$12.7K 0.03% 171
2025
Q1
$282K Buy
1,089
+100
+10% +$25.9K 0.03% 171
2024
Q4
$399K Sell
989
-50
-5% -$20.2K 0.04% 154
2024
Q3
$272K Buy
+1,039
New +$272K 0.02% 170
2024
Q1
Sell
-887
Closed -$220K 200
2023
Q4
$220K Buy
887
+45
+5% +$11.2K 0.02% 179
2023
Q3
$211K Buy
842
+20
+2% +$5K 0.02% 182
2023
Q2
$215K Buy
+822
New +$215K 0.02% 179
2022
Q4
Sell
-991
Closed -$263K 190
2022
Q3
$263K Buy
991
+1
+0.1% +$265 0.03% 164
2022
Q2
$222K Buy
990
+30
+3% +$6.73K 0.03% 187
2022
Q1
$345K Buy
960
+45
+5% +$16.2K 0.04% 163
2021
Q4
$322K Buy
915
+90
+11% +$31.7K 0.03% 172
2021
Q3
$213K Buy
+825
New +$213K 0.02% 186