Western Financial Corp’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
5,973
-618
| -9% | -$196K | 1.02% | 27 |
|
|
2025
Q1 | $1.71M | Sell |
6,591
-2,835
| -30% | -$735K | 0.99% | 26 |
|
|
2024
Q4 | $3.81M | Buy |
9,426
+753
| +9% | +$304K | 2.09% | 6 |
|
|
2024
Q3 | $2.27M | Buy |
+8,673
| New | +$2.27M | 1.29% | 13 |
|
|
2022
Q3 | – | Sell |
-2,139
| Closed | -$480K | – | 106 |
|
|
2022
Q2 | $480K | Sell |
2,139
-2,436
| -53% | -$547K | 0.34% | 62 |
|
|
2022
Q1 | $1.64M | Sell |
4,575
-117
| -2% | -$42K | 0.95% | 16 |
|
|
2021
Q4 | $1.65M | Sell |
4,692
-606
| -11% | -$213K | 0.87% | 19 |
|
|
2021
Q3 | $1.37M | Buy |
5,298
+282
| +6% | +$72.9K | 0.81% | 14 |
|
|
2021
Q2 | $1.14M | Buy |
+5,016
| New | +$1.14M | 0.61% | 29 |
|