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