Alan B. Lancz & Associates’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$242K	Sell	763 -150	-16%	-$47.6K	0.24%	115
2025 Q1	$237K	Buy	913 +165	+22%	+$42.8K	0.25%	108
2024 Q4	$302K	Buy	+748	New	+$302K	0.31%	88
2023 Q2	–	Sell	-632	Closed	-$131K	–	179
2023 Q1	$131K	Buy	+632	New	+$131K	0.14%	167