Blodgett 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
$762K Sell
2,400
-900
-27% -$286K 0.6% 28
2025
Q1
$855K Buy
3,300
+35
+1% +$9.07K 0.73% 25
2024
Q4
$1.32M Sell
3,265
-40
-1% -$16.2K 1.03% 19
2024
Q3
$865K Sell
3,305
-100
-3% -$26.2K 0.73% 22
2024
Q2
$674K Buy
3,405
+1,700
+100% +$336K 0.57% 27
2024
Q1
$300K Sell
1,705
-750
-31% -$132K 0.27% 48
2023
Q4
$610K Buy
2,455
+485
+25% +$121K 0.62% 27
2023
Q3
$493K Buy
1,970
+300
+18% +$75.1K 0.54% 33
2023
Q2
$437K Sell
1,670
-360
-18% -$94.2K 0.45% 38
2023
Q1
$421K Sell
2,030
-60
-3% -$12.4K 0.49% 38
2022
Q4
$257K Sell
2,090
-1,000
-32% -$123K 0.31% 50
2022
Q3
$820K Sell
3,090
-540
-15% -$143K 0.98% 26
2022
Q2
$815K Sell
3,630
-255
-7% -$57.3K 0.89% 27
2022
Q1
$1.4M Buy
3,885
+825
+27% +$296K 1.16% 22
2021
Q4
$1.08M Buy
+3,060
New +$1.08M 0.84% 30