Waypoint Wealth Counsel’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $861K | Buy |
2,709
+629
| +30% | +$200K | 0.43% | 41 |
|
2025
Q1 | $539K | Buy |
2,080
+182
| +10% | +$47.2K | 0.34% | 49 |
|
2024
Q4 | $766K | Buy |
1,898
+122
| +7% | +$49.3K | 0.5% | 40 |
|
2024
Q3 | $465K | Buy |
1,776
+306
| +21% | +$80.1K | 0.31% | 53 |
|
2024
Q2 | $291K | Sell |
1,470
-1,000
| -40% | -$198K | 0.22% | 67 |
|
2024
Q1 | $434K | Buy |
2,470
+1,507
| +156% | +$265K | 0.33% | 49 |
|
2023
Q4 | $239K | Buy |
963
+59
| +7% | +$14.7K | 0.2% | 81 |
|
2023
Q3 | $226K | Buy |
+904
| New | +$226K | 0.21% | 77 |
|