Archvest 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
Q1 | – | Sell |
-522
| Closed | -$211K | – | 64 |
|
|
2024
Q4 | $211K | Buy |
+522
| New | +$211K | 0.15% | 58 |
|
|
2024
Q1 | – | Sell |
-911
| Closed | -$226K | – | 61 |
|
|
2023
Q4 | $226K | Buy |
+911
| New | +$226K | 0.17% | 51 |
|
|
2023
Q3 | – | Sell |
-1,003
| Closed | -$263K | – | 52 |
|
|
2023
Q2 | $263K | Buy |
1,003
+12
| +1% | +$3.14K | 0.22% | 41 |
|
|
2023
Q1 | $206K | Buy |
+991
| New | +$206K | 0.18% | 44 |
|
|
2022
Q4 | – | Sell |
-860
| Closed | -$228K | – | 43 |
|
|
2022
Q3 | $228K | Buy |
+860
| New | +$228K | 0.23% | 39 |
|
|
2022
Q2 | – | Sell |
-843
| Closed | -$303K | – | 40 |
|
|
2022
Q1 | $303K | Buy |
843
+15
| +2% | +$5.39K | 0.27% | 34 |
|
|
2021
Q4 | $292K | Buy |
+828
| New | +$292K | 0.25% | 39 |
|