Walter & Keenan 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
Q2 | $683K | Buy |
2,150
+933
| +77% | +$296K | 0.2% | 95 |
|
|
2025
Q1 | $315K | Buy |
1,217
+583
| +92% | +$151K | 0.1% | 125 |
|
|
2024
Q4 | $256K | Buy |
+634
| New | +$256K | 0.08% | 133 |
|
|
2024
Q1 | – | Sell |
-1,012
| Closed | -$251K | – | 147 |
|
|
2023
Q4 | $251K | Sell |
1,012
-24
| -2% | -$5.96K | 0.09% | 130 |
|
|
2023
Q3 | $259K | Buy |
1,036
+123
| +13% | +$30.8K | 0.1% | 123 |
|
|
2023
Q2 | $239K | Buy |
+913
| New | +$239K | 0.09% | 129 |
|
|
2020
Q2 | – | Sell |
-19,410
| Closed | -$623K | – | 181 |
|
|
2020
Q1 | $623K | Buy |
+19,410
| New | +$623K | 0.25% | 50 |
|