Burkett Financial Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
1,160
+25
| +2% | +$7.94K | 0.13% | 41 |
|
|
2025
Q1 | $294K | Hold |
1,135
| – | – | 0.12% | 41 |
|
|
2024
Q4 | $458K | Buy |
1,135
+750
| +195% | +$303K | 0.19% | 36 |
|
|
2024
Q3 | $101K | Sell |
385
-320
| -45% | -$83.7K | 0.04% | 60 |
|
|
2024
Q2 | $140K | Hold |
705
| – | – | 0.07% | 48 |
|
|
2024
Q1 | $124K | Buy |
705
+45
| +7% | +$7.91K | 0.06% | 54 |
|
|
2023
Q4 | $164K | Buy |
+660
| New | +$164K | 0.09% | 47 |
|