Wheelhouse Advisory Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Buy |
2,848
+16
| +0.6% | +$5.08K | 0.45% | 22 |
|
|
2025
Q1 | $734K | Sell |
2,832
-249
| -8% | -$64.5K | 0.42% | 20 |
|
|
2024
Q4 | $1.24M | Sell |
3,081
-736
| -19% | -$297K | 0.74% | 17 |
|
|
2024
Q3 | $999K | Sell |
3,817
-465
| -11% | -$122K | 0.64% | 17 |
|
|
2024
Q2 | $990K | Buy |
4,282
+78
| +2% | +$18K | 0.7% | 17 |
|
|
2024
Q1 | $739K | Buy |
4,204
+44
| +1% | +$7.74K | 0.57% | 20 |
|
|
2023
Q4 | $1.03M | Buy |
+4,160
| New | +$1.03M | 0.9% | 17 |
|