Acorn Financial Advisory Services’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.1M	Sell	5,646 -474	-8%	-$195K	0.29%	41
2025 Q4	$2.75M	Sell	6,120 -530	-8%	-$235K	0.41%	31
2025 Q3	$2.96M	Sell	6,650 -415	-6%	-$144K	0.45%	30
2025 Q2	$2.24M	Buy	7,065 +4	+0.1%	+$1.21K	0.37%	35
2025 Q1	$1.83M	Sell	7,061 -977	-12%	-$326K	0.33%	38
2024 Q4	$3.25M	Sell	8,038 -5	-0.1%	-$1.61K	0.54%	25
2024 Q3	$2.1M	Sell	8,043 -391	-5%	-$89.2K	0.37%	32
2024 Q2	$1.67M	Buy	8,434 +1,264	+18%	+$221K	0.31%	36
2024 Q1	$1.26M	Sell	7,170 -1,022	-12%	-$200K	0.24%	56
2023 Q4	$2.03M	Sell	8,192 -488	-6%	-$116K	0.36%	39
2023 Q3	$2.17M	Buy	8,680 +396	+5%	+$102K	0.39%	36
2023 Q2	$2.17M	Sell	8,284 -319	-4%	-$63.8K	0.39%	30
2023 Q1	$1.78M	Buy	8,603 +280	+3%	+$48.8K	0.35%	40
2022 Q4	$1.03M	Buy	8,323 +979	+13%	+$185K	0.22%	67
2022 Q3	$1.95M	Buy	7,344 +36	+0.5%	+$10.1K	0.46%	24
2022 Q2	$1.64M	Buy	7,308 +96	+1%	+$26.2K	0.39%	37
2022 Q1	$2.59M	Buy	7,212 +30	+0.4%	+$9.34K	0.52%	25
2021 Q4	$2.53M	Buy	7,182 +1,179	+20%	+$395K	0.51%	25
2021 Q3	$1.55M	Sell	6,003 -1,935	-24%	-$455K	0.48%	53
2021 Q2	$1.8M	Buy	7,938 +456	+6%	+$99K	0.53%	52
2021 Q1	$1.67M	Buy	7,482 +1,686	+29%	+$423K	0.61%	43
2020 Q4	$1.36M	Buy	5,796 +861	+17%	+$147K	0.54%	48
2020 Q3	$705K	Sell	4,935 -1,245	-20%	-$147K	0.37%	81
2020 Q2	$445K	Buy	6,180 +135	+2%	+$7.3K	0.31%	108
2020 Q1	$212K	Buy	+6,045	New	+$251K	0.21%	147