TriaGen Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.52M | Sell |
4,090
-595
| -13% | -$245K | 0.42% | 55 |
|
|
2025
Q4 | $2.11M | Sell |
4,685
-165
| -3% | -$73.1K | 0.55% | 50 |
|
|
2025
Q3 | $2.16M | Sell |
4,850
-246
| -5% | -$85.3K | 0.56% | 58 |
|
|
2025
Q2 | $1.62M | Sell |
5,096
-132
| -3% | -$39.8K | 0.49% | 61 |
|
|
2025
Q1 | $1.35M | Sell |
5,228
-1,286
| -20% | -$429K | 0.48% | 56 |
|
|
2024
Q4 | $2.63M | Sell |
6,514
-6,148
| -49% | -$1.98M | 0.89% | 22 |
|
|
2024
Q3 | $3.31M | Sell |
12,662
-37
| -0.3% | -$8.44K | 1.11% | 17 |
|
|
2024
Q2 | $2.51M | Buy |
12,699
+182
| +1% | +$31.8K | 0.97% | 28 |
|
|
2024
Q1 | $2.2M | Sell |
12,517
-645
| -5% | -$126K | 0.91% | 31 |
|
|
2023
Q4 | $3.27M | Sell |
13,162
-372
| -3% | -$88.4K | 1.56% | 12 |
|
|
2023
Q3 | $3.39M | Sell |
13,534
-240
| -2% | -$61.6K | 1.73% | 10 |
|
|
2023
Q2 | $3.61M | Buy |
13,774
+183
| +1% | +$36.6K | 1.65% | 10 |
|
|
2023
Q1 | $2.82M | Buy |
13,591
+185
| +1% | +$32.3K | 1.42% | 17 |
|
|
2022
Q4 | $1.65M | Sell |
13,406
-4,668
| -26% | -$884K | 0.92% | 32 |
|
|
2022
Q3 | $4.79M | Buy |
18,074
+10,514
| +139% | +$2.94M | 2.65% | 6 |
|
|
2022
Q2 | $1.7M | Sell |
7,560
-744
| -9% | -$203K | 1.21% | 24 |
|
|
2022
Q1 | $2.98M | Buy |
8,304
+1,389
| +20% | +$433K | 1.55% | 12 |
|
|
2021
Q4 | $2.44M | Sell |
6,915
-351
| -5% | -$118K | 1.2% | 17 |
|
|
2021
Q3 | $1.88M | Buy |
7,266
+99
| +1% | +$23.3K | 1.02% | 25 |
|
|
2021
Q2 | $1.64M | Buy |
7,167
+114
| +2% | +$24.7K | 0.85% | 41 |
|
|
2021
Q1 | $1.57M | Sell |
7,053
-3,807
| -35% | -$956K | 0.9% | 43 |
|
|
2020
Q4 | $2.56M | Buy |
+10,860
| New | +$1.85M | 1.5% | 13 |
|
Other funds holding TSLA
VCM
VPM
