Davies Financial 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 | $927K | Buy |
2,919
+215
| +8% | +$68.3K | 0.72% | 32 |
|
|
2025
Q1 | $701K | Buy |
2,704
+32
| +1% | +$8.29K | 0.6% | 37 |
|
|
2024
Q4 | $1.08M | Sell |
2,672
-928
| -26% | -$375K | 0.92% | 26 |
|
|
2024
Q3 | $942K | Buy |
3,600
+459
| +15% | +$120K | 0.82% | 30 |
|
|
2024
Q2 | $622K | Buy |
3,141
+526
| +20% | +$104K | 0.58% | 40 |
|
|
2024
Q1 | $460K | Buy |
+2,615
| New | +$460K | 0.47% | 40 |
|