Wetzel Investment Advisors’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 |
-630
| Closed | -$254K | – | 126 |
|
|
2024
Q4 | $254K | Sell |
630
-193
| -23% | -$77.9K | 0.13% | 107 |
|
|
2024
Q3 | $215K | Buy |
823
+93
| +13% | +$24.3K | 0.11% | 114 |
|
|
2024
Q2 | $128K | Hold |
730
| – | – | 0.07% | 152 |
|
|
2024
Q1 | $109K | Sell |
730
-615
| -46% | -$92.2K | 0.06% | 172 |
|
|
2023
Q4 | $334K | Buy |
+1,345
| New | +$334K | 0.21% | 78 |
|