Copia Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
863
+152
+21% +$48.3K 0.23% 79
2025
Q1
$184K Sell
711
-704
-50% -$182K 0.17% 92
2024
Q4
$571K Buy
+1,415
New +$571K 0.54% 38