Waypoint Capital Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$364K Buy
1,391
+304
+28% +$79.5K 0.08% 98
2024
Q2
$215K Buy
+1,087
New +$215K 0.05% 117
2022
Q2
Sell
-693
Closed -$249K 137
2022
Q1
$249K Buy
693
+96
+16% +$34.5K 0.15% 102
2021
Q4
$210K Buy
+597
New +$210K 0.14% 91