Willner & Heller’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 |
-713
| Closed | -$288K | – | 157 |
|
|
2024
Q4 | $288K | Buy |
+713
| New | +$288K | 0.25% | 121 |
|
|
2022
Q4 | – | Sell |
-1,095
| Closed | -$290K | – | 126 |
|
|
2022
Q3 | $290K | Buy |
1,095
+108
| +11% | +$28.6K | 0.47% | 82 |
|
|
2022
Q2 | $222K | Buy |
+987
| New | +$222K | 0.35% | 113 |
|