TCPG
Trivant Custom Portfolio Group’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
1,250
+15
| +1% | +$4.77K | 0.22% | 75 |
|
|
2025
Q1 | $320K | Buy |
1,235
+32
| +3% | +$8.29K | 0.18% | 73 |
|
|
2024
Q4 | $486K | Buy |
1,203
+110
| +10% | +$44.4K | 0.28% | 60 |
|
|
2024
Q3 | $286K | Hold |
1,093
| – | – | 0.17% | 62 |
|
|
2024
Q2 | $216K | Sell |
1,093
-45
| -4% | -$8.91K | 0.13% | 64 |
|
|
2024
Q1 | $200K | Sell |
1,138
-150
| -12% | -$26.4K | 0.13% | 59 |
|
|
2023
Q4 | $320K | Hold |
1,288
| – | – | 0.21% | 49 |
|
|
2023
Q3 | $322K | Buy |
1,288
+43
| +3% | +$10.8K | 0.24% | 44 |
|
|
2023
Q2 | $326K | Buy |
1,245
+175
| +16% | +$45.8K | 0.23% | 44 |
|
|
2023
Q1 | $222K | Buy |
+1,070
| New | +$222K | 0.16% | 52 |
|