Waterfront Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.47M | Buy |
4,640
+220
| +5% | +$69.9K | 0.33% | 92 |
|
2025
Q1 | $1.15M | Sell |
4,420
-158
| -3% | -$40.9K | 0.28% | 110 |
|
2024
Q4 | $1.85M | Buy |
4,578
+49
| +1% | +$19.8K | 0.45% | 61 |
|
2024
Q3 | $1.17M | Buy |
4,529
+261
| +6% | +$67.6K | 0.29% | 101 |
|
2024
Q2 | $845K | Buy |
4,268
+65
| +2% | +$12.9K | 0.23% | 139 |
|
2024
Q1 | $706K | Buy |
4,203
+336
| +9% | +$56.5K | 0.2% | 150 |
|
2023
Q4 | $961K | Buy |
3,867
+84
| +2% | +$20.9K | 0.28% | 108 |
|
2023
Q3 | $801K | Buy |
3,783
+2
| +0.1% | +$423 | 0.26% | 116 |
|
2023
Q2 | $1.02M | Hold |
3,781
| – | – | 0.3% | 98 |
|
2023
Q1 | $784K | Sell |
3,781
-155
| -4% | -$32.2K | 0.26% | 118 |
|
2022
Q4 | $700K | Buy |
3,936
+163
| +4% | +$29K | 0.24% | 129 |
|
2022
Q3 | $852K | Buy |
3,773
+113
| +3% | +$25.5K | 0.32% | 89 |
|
2022
Q2 | $822K | Buy |
3,660
+30
| +0.8% | +$6.74K | 0.33% | 86 |
|
2022
Q1 | $1.25M | Buy |
3,630
+6
| +0.2% | +$2.06K | 0.44% | 63 |
|
2021
Q4 | $1.28M | Buy |
3,624
+102
| +3% | +$35.9K | 0.51% | 54 |
|
2021
Q3 | $910K | Buy |
3,522
+105
| +3% | +$27.1K | 0.44% | 63 |
|
2021
Q2 | $774K | Buy |
3,417
+12
| +0.4% | +$2.72K | 0.37% | 72 |
|
2021
Q1 | $751K | Sell |
3,405
-300
| -8% | -$66.2K | 0.38% | 73 |
|
2020
Q4 | $872K | Buy |
+3,705
| New | +$872K | 0.62% | 40 |
|