Blue Zone 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 | $3.03M | Buy |
9,544
+1,795
| +23% | +$570K | 0.76% | 54 |
|
2025
Q1 | $2.01M | Buy |
7,749
+306
| +4% | +$79.3K | 0.56% | 58 |
|
2024
Q4 | $3.01M | Sell |
7,443
-93
| -1% | -$37.6K | 0.87% | 52 |
|
2024
Q3 | $1.97M | Sell |
7,536
-360
| -5% | -$94.2K | 0.61% | 54 |
|
2024
Q2 | $1.56M | Buy |
7,896
+1,091
| +16% | +$216K | 0.54% | 55 |
|
2024
Q1 | $1.2M | Sell |
6,805
-285
| -4% | -$50.1K | 0.41% | 57 |
|
2023
Q4 | $1.76M | Buy |
7,090
+235
| +3% | +$58.4K | 0.7% | 48 |
|
2023
Q3 | $1.72M | Sell |
6,855
-20
| -0.3% | -$5K | 0.75% | 48 |
|
2023
Q2 | $1.8M | Sell |
6,875
-15
| -0.2% | -$3.93K | 0.83% | 45 |
|
2023
Q1 | $1.43M | Buy |
6,890
+41
| +0.6% | +$8.51K | 0.76% | 44 |
|
2022
Q4 | $844K | Sell |
6,849
-45
| -0.7% | -$5.54K | 0.45% | 47 |
|
2022
Q3 | $1.83M | Buy |
6,894
+99
| +1% | +$26.3K | 0.95% | 41 |
|
2022
Q2 | $1.53M | Sell |
6,795
-189
| -3% | -$42.4K | 0.69% | 52 |
|
2022
Q1 | $2.51M | Sell |
6,984
-36
| -0.5% | -$12.9K | 0.94% | 41 |
|
2021
Q4 | $2.47M | Sell |
7,020
-18
| -0.3% | -$6.34K | 0.82% | 50 |
|
2021
Q3 | $1.82M | Sell |
7,038
-75
| -1% | -$19.4K | 0.63% | 59 |
|
2021
Q2 | $1.61M | Hold |
7,113
| – | – | 0.61% | 59 |
|
2021
Q1 | $1.58M | Sell |
7,113
-6
| -0.1% | -$1.34K | 0.67% | 56 |
|
2020
Q4 | $1.68M | Buy |
7,119
+9
| +0.1% | +$2.12K | 0.81% | 44 |
|
2020
Q3 | $1.02M | Sell |
7,110
-750
| -10% | -$107K | 0.57% | 41 |
|
2020
Q2 | $566K | Buy |
+7,860
| New | +$566K | 0.32% | 43 |
|