Wealth Management 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 | $5.21M | Sell |
17,737
-92
| -0.5% | -$27K | 1.84% | 11 |
|
|
2025
Q1 | $4.62M | Buy |
17,829
+1,160
| +7% | +$301K | 2.14% | 11 |
|
|
2024
Q4 | $6.73M | Buy |
16,669
+2,123
| +15% | +$857K | 2.9% | 9 |
|
|
2024
Q3 | $3.81M | Buy |
14,546
+1,184
| +9% | +$310K | 1.76% | 13 |
|
|
2024
Q2 | $2.64M | Buy |
13,362
+1,669
| +14% | +$330K | 1.29% | 20 |
|
|
2024
Q1 | $2.06M | Buy |
11,693
+223
| +2% | +$39.2K | 1.04% | 25 |
|
|
2023
Q4 | $2.85M | Buy |
11,470
+540
| +5% | +$134K | 1.59% | 16 |
|
|
2023
Q3 | $2.73M | Sell |
10,930
-71
| -0.6% | -$17.8K | 1.71% | 16 |
|
|
2023
Q2 | $2.88M | Buy |
11,001
+130
| +1% | +$34K | 1.81% | 16 |
|
|
2023
Q1 | $2.26M | Buy |
10,871
+871
| +9% | +$181K | 1.58% | 17 |
|
|
2022
Q4 | $1.29M | Hold |
10,000
| – | – | 1.08% | 22 |
|
|
2022
Q3 | $2.18M | Buy |
10,000
+1,000
| +11% | +$218K | 1.92% | 15 |
|
|
2022
Q2 | $2.16M | Sell |
9,000
-600
| -6% | -$144K | 1.89% | 16 |
|
|
2022
Q1 | $3.53M | Buy |
9,600
+600
| +7% | +$221K | 2.51% | 11 |
|
|
2021
Q4 | $3.29M | Sell |
9,000
-390
| -4% | -$143K | 2.26% | 13 |
|
|
2021
Q3 | $2.43M | Buy |
9,390
+264
| +3% | +$68.2K | 1.8% | 15 |
|
|
2021
Q2 | $2.07M | Buy |
9,126
+672
| +8% | +$152K | 1.44% | 18 |
|
|
2021
Q1 | $1.89M | Sell |
8,454
-171
| -2% | -$38.2K | 1.41% | 18 |
|
|
2020
Q4 | $2.54M | Buy |
+8,625
| New | +$2.54M | 1.99% | 12 |
|