WBC
West Branch Capital’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
10,054
+1,171
| +13% | +$372K | 0.94% | 28 |
|
|
2025
Q1 | $2.3M | Buy |
8,883
+1,730
| +24% | +$448K | 0.77% | 32 |
|
|
2024
Q4 | $2.89M | Buy |
7,153
+2,651
| +59% | +$1.07M | 0.92% | 23 |
|
|
2024
Q3 | $1.18M | Buy |
4,502
+1,332
| +42% | +$348K | 0.41% | 39 |
|
|
2024
Q2 | $627K | Buy |
3,170
+1,014
| +47% | +$201K | 0.23% | 47 |
|
|
2024
Q1 | $379K | Buy |
2,156
+1,412
| +190% | +$248K | 0.15% | 63 |
|
|
2023
Q4 | $185K | Sell |
744
-771
| -51% | -$192K | 0.09% | 80 |
|
|
2023
Q3 | $379K | Sell |
1,515
-1,000
| -40% | -$250K | 0.2% | 54 |
|
|
2023
Q2 | $658K | Sell |
2,515
-122
| -5% | -$31.9K | 0.33% | 46 |
|
|
2023
Q1 | $547K | Sell |
2,637
-5,238
| -67% | -$1.09M | 0.3% | 47 |
|
|
2022
Q4 | $970K | Sell |
7,875
-564
| -7% | -$69.5K | 0.6% | 39 |
|
|
2022
Q3 | $2.24M | Buy |
8,439
+4,843
| +135% | +$1.28M | 1.39% | 18 |
|
|
2022
Q2 | $2.42M | Buy |
3,596
+775
| +27% | +$522K | 1.4% | 18 |
|
|
2022
Q1 | $3.04M | Sell |
2,821
-402
| -12% | -$433K | 1.45% | 18 |
|
|
2021
Q4 | $3.41M | Buy |
3,223
+363
| +13% | +$384K | 1.45% | 17 |
|
|
2021
Q3 | $2.22M | Buy |
2,860
+49
| +2% | +$38K | 1.07% | 26 |
|
|
2021
Q2 | $1.91M | Buy |
2,811
+44
| +2% | +$29.9K | 0.94% | 29 |
|
|
2021
Q1 | $1.85M | Buy |
2,767
+272
| +11% | +$182K | 1.08% | 26 |
|
|
2020
Q4 | $1.76M | Buy |
+2,495
| New | +$1.76M | 1.04% | 30 |
|