Aspen Wealth Strategies’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
-2,117
Closed -$855K 86
2024
Q4
$855K Sell
2,117
-148
-7% -$59.8K 0.55% 30
2024
Q3
$593K Sell
2,265
-534
-19% -$140K 0.38% 39
2024
Q2
$696K Sell
2,799
-257
-8% -$63.9K 0.48% 30
2024
Q1
$537K Buy
+3,056
New +$537K 0.37% 41