Western Pacific Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,097
| Closed | -$1.25M | – | 210 |
|
2024
Q4 | $1.25M | Sell |
3,097
-1,555
| -33% | -$628K | 1.01% | 14 |
|
2024
Q3 | $1.22M | Buy |
4,652
+325
| +8% | +$85K | 0.81% | 14 |
|
2024
Q2 | $856K | Sell |
4,327
-247
| -5% | -$48.9K | 0.65% | 16 |
|
2024
Q1 | $804K | Sell |
4,574
-394
| -8% | -$69.3K | 0.58% | 16 |
|
2023
Q4 | $1.23M | Buy |
4,968
+10
| +0.2% | +$2.49K | 0.9% | 12 |
|
2023
Q3 | $1.24M | Buy |
4,958
+400
| +9% | +$100K | 1.02% | 10 |
|
2023
Q2 | $1.19M | Buy |
4,558
+502
| +12% | +$131K | 0.9% | 10 |
|
2023
Q1 | $841K | Buy |
4,056
+752
| +23% | +$156K | 0.64% | 12 |
|
2022
Q4 | $407K | Buy |
3,304
+25
| +0.8% | +$3.08K | 0.34% | 19 |
|
2022
Q3 | $869K | Sell |
3,279
-18
| -0.5% | -$4.77K | 0.86% | 12 |
|
2022
Q2 | $740K | Buy |
3,297
+150
| +5% | +$33.7K | 0.72% | 10 |
|
2022
Q1 | $1.13M | Buy |
3,147
+90
| +3% | +$32.3K | 0.82% | 11 |
|
2021
Q4 | $1.08M | Buy |
+3,057
| New | +$1.08M | 0.69% | 11 |
|