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