Wealth Management Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.77M | Buy |
15,534
+980
| +7% | +$404K | 1.65% | 12 |
|
|
2025
Q4 | $6.55M | Sell |
14,554
-3,264
| -18% | -$1.45M | 1.87% | 12 |
|
|
2025
Q3 | $7.92M | Buy |
17,818
+81
| +0.5% | +$28.1K | 2.52% | 9 |
|
|
2025
Q2 | $5.21M | Sell |
17,737
-92
| -0.5% | -$27.7K | 1.84% | 11 |
|
|
2025
Q1 | $4.62M | Buy |
17,829
+1,160
| +7% | +$387K | 2.14% | 11 |
|
|
2024
Q4 | $6.73M | Buy |
16,669
+2,123
| +15% | +$683K | 2.9% | 9 |
|
|
2024
Q3 | $3.81M | Buy |
14,546
+1,184
| +9% | +$270K | 1.76% | 13 |
|
|
2024
Q2 | $2.64M | Buy |
13,362
+1,669
| +14% | +$292K | 1.29% | 20 |
|
|
2024
Q1 | $2.06M | Buy |
11,693
+223
| +2% | +$43.6K | 1.04% | 25 |
|
|
2023
Q4 | $2.85M | Buy |
11,470
+540
| +5% | +$128K | 1.59% | 16 |
|
|
2023
Q3 | $2.73M | Sell |
10,930
-71
| -0.6% | -$18.2K | 1.71% | 16 |
|
|
2023
Q2 | $2.88M | Buy |
11,001
+130
| +1% | +$26K | 1.81% | 16 |
|
|
2023
Q1 | $2.26M | Buy |
10,871
+871
| +9% | +$152K | 1.58% | 17 |
|
|
2022
Q4 | $1.29M | Hold |
10,000
| – | – | 1.08% | 22 |
|
|
2022
Q3 | $2.18M | Buy |
10,000
+1,000
| +11% | +$279K | 1.92% | 15 |
|
|
2022
Q2 | $2.16M | Sell |
9,000
-600
| -6% | -$164K | 1.89% | 16 |
|
|
2022
Q1 | $3.53M | Buy |
9,600
+600
| +7% | +$187K | 2.51% | 11 |
|
|
2021
Q4 | $3.29M | Sell |
9,000
-390
| -4% | -$131K | 2.26% | 13 |
|
|
2021
Q3 | $2.43M | Buy |
9,390
+264
| +3% | +$62.1K | 1.8% | 15 |
|
|
2021
Q2 | $2.07M | Buy |
9,126
+672
| +8% | +$146K | 1.44% | 18 |
|
|
2021
Q1 | $1.89M | Sell |
8,454
-171
| -2% | -$42.9K | 1.41% | 18 |
|
|
2020
Q4 | $2.54M | Buy |
+8,625
| New | +$1.47M | 1.99% | 12 |
|
Other funds holding TSLA
VCM
VPM
