WJ 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 | $343K | Buy |
+1,080
| New | +$343K | 0.11% | 76 |
|
|
2024
Q1 | – | Sell |
-1,074
| Closed | -$267K | – | 77 |
|
|
2023
Q4 | $267K | Hold |
1,074
| – | – | 0.12% | 68 |
|
|
2023
Q3 | $269K | Hold |
1,074
| – | – | 0.13% | 59 |
|
|
2023
Q2 | $281K | Buy |
+1,074
| New | +$281K | 0.13% | 55 |
|
|
2020
Q4 | – | Sell |
-1,635
| Closed | -$234K | – | 38 |
|
|
2020
Q3 | $234K | Sell |
1,635
-1,665
| -50% | -$238K | 0.76% | 28 |
|
|
2020
Q2 | $238K | Buy |
+3,300
| New | +$238K | 0.17% | 45 |
|