WAS
WESPAC Advisors SoCal’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Hold |
2,406
| – | – | 0.17% | 79 |
|
|
2025
Q1 | $624K | Sell |
2,406
-4,200
| -64% | -$1.09M | 0.16% | 71 |
|
|
2024
Q4 | $2.67M | Buy |
6,606
+3,813
| +137% | +$1.54M | 0.6% | 47 |
|
|
2024
Q3 | $731K | Sell |
2,793
-10
| -0.4% | -$2.62K | 0.17% | 66 |
|
|
2024
Q2 | $555K | Sell |
2,803
-10
| -0.4% | -$1.98K | 0.14% | 65 |
|
|
2024
Q1 | $494K | Sell |
2,813
-41
| -1% | -$7.21K | 0.13% | 70 |
|
|
2023
Q4 | $709K | Buy |
2,854
+119
| +4% | +$29.6K | 0.21% | 62 |
|
|
2023
Q3 | $684K | Buy |
+2,735
| New | +$684K | 0.23% | 56 |
|
|
2019
Q2 | – | Sell |
-40
| Closed | -$11K | – | 284 |
|
|
2019
Q1 | $11K | Buy |
40
+15
| +60% | +$4.13K | 0.01% | 224 |
|
|
2018
Q4 | $8K | Buy |
+25
| New | +$8K | 0.01% | 260 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$26K | – | 240 |
|
|
2018
Q1 | $26K | Hold |
100
| – | – | 0.02% | 145 |
|
|
2017
Q4 | $31K | Buy |
+100
| New | +$31K | 0.02% | 131 |
|
|
2016
Q1 | – | Sell |
-150
| Closed | -$36K | – | 322 |
|
|
2015
Q4 | $36K | Buy |
+150
| New | +$36K | 0.02% | 139 |
|