WBI Investments’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Sell |
1,388
-1,590
| -53% | -$505K | 0.11% | 183 |
|
|
2025
Q1 | $772K | Buy |
2,978
+2,388
| +405% | +$619K | 0.2% | 119 |
|
|
2024
Q4 | $238K | Buy |
+590
| New | +$238K | 0.06% | 191 |
|
|
2021
Q3 | – | Sell |
-20,583
| Closed | -$4.66M | – | 234 |
|
|
2021
Q2 | $4.66M | Buy |
+20,583
| New | +$4.66M | 0.72% | 31 |
|