Waypoint Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Hold |
1,218
| – | – | 0.09% | 59 |
|
|
2025
Q1 | $316K | Sell |
1,218
-1,402
| -54% | -$363K | 0.09% | 51 |
|
|
2024
Q4 | $1.06M | Sell |
2,620
-158
| -6% | -$63.8K | 0.29% | 29 |
|
|
2024
Q3 | $727K | Buy |
2,778
+1,150
| +71% | +$301K | 0.19% | 34 |
|
|
2024
Q2 | $322K | Buy |
1,628
+70
| +4% | +$13.9K | 0.09% | 53 |
|
|
2024
Q1 | $274K | Sell |
1,558
-472
| -23% | -$83K | 0.08% | 63 |
|
|
2023
Q4 | $504K | Buy |
2,030
+30
| +2% | +$7.45K | 0.16% | 36 |
|
|
2023
Q3 | $500K | Hold |
2,000
| – | – | 0.17% | 35 |
|
|
2023
Q2 | $524K | Hold |
2,000
| – | – | 0.18% | 31 |
|
|
2023
Q1 | $415K | Sell |
2,000
-1,000
| -33% | -$207K | 0.15% | 39 |
|
|
2022
Q4 | $370K | Sell |
3,000
-22
| -0.7% | -$2.71K | 0.15% | 36 |
|
|
2022
Q3 | $802K | Buy |
3,022
+13
| +0.4% | +$3.45K | 0.34% | 25 |
|
|
2022
Q2 | $675K | Sell |
3,009
-9
| -0.3% | -$2.02K | 0.26% | 29 |
|
|
2022
Q1 | $1.08M | Sell |
3,018
-318
| -10% | -$114K | 0.4% | 22 |
|
|
2021
Q4 | $1.18M | Buy |
3,336
+336
| +11% | +$118K | 0.4% | 22 |
|
|
2021
Q3 | $775K | Hold |
3,000
| – | – | 0.29% | 21 |
|
|
2021
Q2 | $680K | Hold |
3,000
| – | – | 0.26% | 20 |
|
|
2021
Q1 | $668K | Sell |
3,000
-3,000
| -50% | -$668K | 0.49% | 19 |
|
|
2020
Q4 | $1.41M | Buy |
+6,000
| New | +$1.41M | 1.11% | 10 |
|