Aletheian Wealth Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$983K Sell
3,093
-241
-7% -$76.6K 0.48% 39
2025
Q1
$864K Buy
3,334
+864
+35% +$224K 0.49% 41
2024
Q4
$997K Buy
2,470
+149
+6% +$60.2K 0.59% 38
2024
Q3
$607K Sell
2,321
-2,886
-55% -$755K 0.35% 47
2024
Q2
$1.03M Buy
5,207
+365
+8% +$72.2K 0.54% 42
2024
Q1
$851K Buy
4,842
+90
+2% +$15.8K 0.46% 54
2023
Q4
$1.18M Sell
4,752
-164
-3% -$40.8K 0.78% 32
2023
Q3
$1.23M Sell
4,916
-755
-13% -$189K 0.94% 28
2023
Q2
$1.48M Buy
5,671
+3,814
+205% +$998K 1.02% 24
2023
Q1
$385K Sell
1,857
-319
-15% -$66.2K 0.34% 45
2022
Q4
$268K Buy
2,176
+809
+59% +$99.7K 0.23% 68
2022
Q3
$363K Sell
1,367
-292
-18% -$77.5K 0.41% 38
2022
Q2
$372K Buy
1,659
+132
+9% +$29.6K 0.38% 41
2022
Q1
$548K Buy
1,527
+516
+51% +$185K 0.52% 36
2021
Q4
$356K Buy
+1,011
New +$356K 0.35% 39