Whelan Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Buy |
2,361
+54
| +2% | +$17.2K | 0.27% | 29 |
|
|
2025
Q1 | $598K | Buy |
2,307
+630
| +38% | +$163K | 0.23% | 28 |
|
|
2024
Q4 | $677K | Buy |
1,677
+405
| +32% | +$164K | 0.27% | 26 |
|
|
2024
Q3 | $333K | Buy |
1,272
+99
| +8% | +$25.9K | 0.14% | 35 |
|
|
2024
Q2 | $232K | Sell |
1,173
-83
| -7% | -$16.4K | 0.1% | 38 |
|
|
2024
Q1 | $221K | Buy |
1,256
+203
| +19% | +$35.7K | 0.1% | 38 |
|
|
2023
Q4 | $262K | Buy |
1,053
+168
| +19% | +$41.7K | 0.12% | 33 |
|
|
2023
Q3 | $221K | Buy |
885
+118
| +15% | +$29.5K | 0.12% | 32 |
|
|
2023
Q2 | $201K | Buy |
+767
| New | +$201K | 0.1% | 31 |
|
|
2022
Q4 | – | Sell |
-1,077
| Closed | -$286K | – | 30 |
|
|
2022
Q3 | $286K | Buy |
+1,077
| New | +$286K | 0.2% | 20 |
|
|
2022
Q2 | – | Sell |
-570
| Closed | -$205K | – | 26 |
|
|
2022
Q1 | $205K | Buy |
+570
| New | +$205K | 0.13% | 22 |
|