Watershed Private 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 | $1.5M | Sell |
4,721
-1,314
| -22% | -$417K | 0.55% | 35 |
|
|
2025
Q1 | $1.56M | Sell |
6,035
-563
| -9% | -$146K | 0.63% | 32 |
|
|
2024
Q4 | $2.66M | Sell |
6,598
-968
| -13% | -$391K | 1.04% | 22 |
|
|
2024
Q3 | $1.98M | Buy |
7,566
+608
| +9% | +$159K | 0.79% | 29 |
|
|
2024
Q2 | $1.38M | Sell |
6,958
-1,385
| -17% | -$274K | 0.59% | 34 |
|
|
2024
Q1 | $1.47M | Buy |
8,343
+3,689
| +79% | +$649K | 0.65% | 33 |
|
|
2023
Q4 | $1.16M | Sell |
4,654
-2,433
| -34% | -$605K | 0.64% | 41 |
|
|
2023
Q3 | $1.77M | Hold |
7,087
| – | – | 1.09% | 29 |
|
|
2023
Q2 | $1.86M | Buy |
7,087
+340
| +5% | +$89K | 1.12% | 30 |
|
|
2023
Q1 | $1.4M | Sell |
6,747
-197
| -3% | -$40.9K | 0.95% | 34 |
|
|
2022
Q4 | $855K | Buy |
+6,944
| New | +$855K | 0.65% | 44 |
|