Trinity 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
Q1
Sell
-756
Closed -$305K 57
2024
Q4
$305K Buy
+756
New +$305K 0.14% 49
2022
Q2
Sell
-669
Closed -$240K 40
2022
Q1
$240K Buy
669
+24
+4% +$8.61K 0.17% 36
2021
Q4
$227K Buy
+645
New +$227K 0.16% 34