AssuredPartners Investment 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	$5.69M	Sell	17,920 -4,768	-21%	-$1.51M	1.39%	19
2025 Q1	$5.88M	Sell	22,688 -1,101	-5%	-$285K	1.13%	16
2024 Q4	$9.61M	Buy	+23,789	New	+$9.61M	1.87%	7