Waterway 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 | $854K | Buy |
2,687
+1,192
| +80% | +$379K | 0.26% | 37 |
|
|
2025
Q1 | $387K | Buy |
1,495
+266
| +22% | +$68.9K | 0.16% | 56 |
|
|
2024
Q4 | $496K | Buy |
1,229
+100
| +9% | +$40.4K | 0.22% | 51 |
|
|
2024
Q3 | $295K | Buy |
+1,129
| New | +$295K | 0.13% | 59 |
|
|
2024
Q2 | – | Sell |
-1,701
| Closed | -$299K | – | 74 |
|
|
2024
Q1 | $299K | Buy |
1,701
+865
| +103% | +$152K | 0.13% | 57 |
|
|
2023
Q4 | $208K | Buy |
+836
| New | +$208K | 0.09% | 63 |
|