CBIZ Investment Advisory 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 | $341K | Buy |
1,074
+50
| +5% | +$15.9K | 0.02% | 39 |
|
|
2025
Q1 | $265K | Buy |
1,024
+610
| +147% | +$158K | 0.01% | 44 |
|
|
2024
Q4 | $167K | Buy |
414
+68
| +20% | +$27.5K | 0.01% | 55 |
|
|
2024
Q3 | $90.5K | Hold |
346
| – | – | ﹤0.01% | 73 |
|
|
2024
Q2 | $68.5K | Buy |
346
+209
| +153% | +$41.4K | ﹤0.01% | 88 |
|
|
2024
Q1 | $24.1K | Buy |
+137
| New | +$24.1K | ﹤0.01% | 147 |
|