Ullmann Wealth Partners Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $920K | Buy |
2,897
+527
| +22% | +$167K | 0.11% | 69 |
|
|
2025
Q1 | $614K | Sell |
2,370
-376
| -14% | -$97.4K | 0.08% | 80 |
|
|
2024
Q4 | $1.11M | Buy |
2,746
+286
| +12% | +$115K | 0.14% | 56 |
|
|
2024
Q3 | $644K | Buy |
2,460
+594
| +32% | +$155K | 0.08% | 76 |
|
|
2024
Q2 | $369K | Buy |
1,866
+252
| +16% | +$49.9K | 0.05% | 86 |
|
|
2024
Q1 | $284K | Buy |
1,614
+192
| +14% | +$33.8K | 0.04% | 93 |
|
|
2023
Q4 | $353K | Buy |
1,422
+308
| +28% | +$76.5K | 0.06% | 81 |
|
|
2023
Q3 | $279K | Buy |
1,114
+201
| +22% | +$50.3K | 0.05% | 86 |
|
|
2023
Q2 | $239K | Buy |
+913
| New | +$239K | 0.05% | 92 |
|
|
2017
Q3 | – | Sell |
-2,625
| Closed | -$63K | – | 128 |
|
|
2017
Q2 | $63K | Sell |
2,625
-1,125
| -30% | -$27K | 0.05% | 85 |
|
|
2017
Q1 | $69K | Buy |
+3,750
| New | +$69K | 0.06% | 76 |
|