Triad 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 | $1.3M | Buy |
4,084
+638
| +19% | +$203K | 0.26% | 66 |
|
|
2025
Q1 | $893K | Buy |
3,446
+1,382
| +67% | +$358K | 0.28% | 63 |
|
|
2024
Q4 | $834K | Buy |
+2,064
| New | +$834K | 0.3% | 58 |
|
|
2024
Q3 | – | Sell |
-1,816
| Closed | -$359K | – | 839 |
|
|
2024
Q2 | $359K | Hold |
1,816
| – | – | 0.19% | 54 |
|
|
2024
Q1 | $319K | Buy |
+1,816
| New | +$319K | 0.24% | 39 |
|