Tower View 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	$69.9K	Hold	220	–	–	0.04%	91
2025 Q1	$57K	Sell	220 -11,267	-98%	-$2.92M	0.03%	74
2024 Q4	$4.64M	Sell	11,487 -1,313	-10%	-$530K	2.45%	15
2024 Q3	$3.35M	Sell	12,800 -1	-0%	-$262	1.83%	23
2024 Q2	$2.53M	Buy	12,801 +12,306	+2,486%	+$2.44M	1.45%	32
2024 Q1	$87K	Hold	495	–	–	0.05%	71
2023 Q4	$123K	Sell	495 -210	-30%	-$52.2K	0.08%	63
2023 Q3	$176K	Hold	705	–	–	0.12%	57
2023 Q2	$185K	Hold	705	–	–	0.13%	57
2023 Q1	$146K	Hold	705	–	–	0.1%	62
2022 Q4	$87K	Hold	705	–	–	0.06%	69
2022 Q3	$187K	Hold	705	–	–	0.14%	62
2022 Q2	$158K	Sell	705 -600	-46%	-$134K	0.12%	63
2022 Q1	$469K	Buy	1,305 +600	+85%	+$216K	0.25%	61
2021 Q4	$248K	Hold	705	–	–	0.13%	73
2021 Q3	$182K	Hold	705	–	–	0.1%	75
2021 Q2	$160K	Hold	705	–	–	0.08%	83
2021 Q1	$157K	Buy	705 +30	+4%	+$6.68K	0.09%	86
2020 Q4	$159K	Hold	675	–	–	0.09%	82
2020 Q3	$97K	Sell	675 -360	-35%	-$51.7K	0.06%	81
2020 Q2	$75K	Hold	1,035	–	–	0.05%	79
2020 Q1	$36K	Buy	1,035 +585	+130%	+$20.3K	0.03%	80
2019 Q4	$13K	Hold	450	–	–	0.01%	109
2019 Q3	$7K	Hold	450	–	–	0.01%	118
2019 Q2	$7K	Sell	450 -150	-25%	-$2.33K	0.01%	115
2019 Q1	$11K	Hold	600	–	–	0.01%	110
2018 Q4	$13K	Hold	600	–	–	0.01%	105
2018 Q3	$11K	Sell	600 -2,580	-81%	-$47.3K	0.01%	127
2018 Q2	$73K	Hold	3,180	–	–	0.07%	77
2018 Q1	$56K	Hold	3,180	–	–	0.06%	82
2017 Q4	$66K	Buy	+3,180	New	+$66K	0.06%	83