Davidson Trust Company’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
3,210
+870
+37% +$276K 0.47% 56
2025
Q1
$606K Buy
2,340
+60
+3% +$15.6K 0.29% 84
2024
Q4
$921K Hold
2,280
0.47% 55
2024
Q3
$597K Buy
2,280
+30
+1% +$7.85K 0.31% 80
2024
Q2
$445K Buy
+2,250
New +$445K 0.31% 86