Aviso Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
11,268
-181
| -2% | -$57.5K | 1.67% | 14 |
|
|
2025
Q1 | $2.97M | Sell |
11,449
-509
| -4% | -$132K | 1.58% | 15 |
|
|
2024
Q4 | $4.83M | Sell |
11,958
-148
| -1% | -$59.8K | 2.46% | 8 |
|
|
2024
Q3 | $3.17M | Buy |
12,106
+17
| +0.1% | +$4.45K | 1.72% | 9 |
|
|
2024
Q2 | $2.39M | Buy |
12,089
+72
| +0.6% | +$14.2K | 1.42% | 12 |
|
|
2024
Q1 | $2.11M | Buy |
12,017
+923
| +8% | +$162K | 1.33% | 17 |
|
|
2023
Q4 | $2.76M | Buy |
+11,094
| New | +$2.76M | 2% | 9 |
|