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