Whalen 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
Q2 | $1.37M | Buy |
4,325
+1,639
| +61% | +$521K | 0.86% | 25 |
|
|
2025
Q1 | $696K | Buy |
2,686
+145
| +6% | +$37.6K | 0.46% | 44 |
|
|
2024
Q4 | $1.03M | Sell |
2,541
-1,727
| -40% | -$697K | 0.71% | 26 |
|
|
2024
Q3 | $1.12M | Buy |
4,268
+550
| +15% | +$144K | 0.79% | 26 |
|
|
2024
Q2 | $736K | Buy |
3,718
+953
| +34% | +$189K | 0.58% | 33 |
|
|
2024
Q1 | $486K | Buy |
2,765
+1,760
| +175% | +$309K | 0.36% | 49 |
|
|
2023
Q4 | $250K | Buy |
+1,005
| New | +$250K | 0.22% | 92 |
|