Delap Wealth Advisory’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
700
-2,598
| -79% | -$825K | 0.11% | 75 |
|
|
2025
Q1 | $855K | Sell |
3,298
-340
| -9% | -$88.1K | 0.48% | 34 |
|
|
2024
Q4 | $1.47M | Buy |
3,638
+2,637
| +263% | +$1.06M | 0.88% | 28 |
|
|
2024
Q3 | $262K | Sell |
1,001
-292
| -23% | -$76.4K | 0.17% | 53 |
|
|
2024
Q2 | $256K | Sell |
1,293
-3,284
| -72% | -$650K | 0.12% | 93 |
|
|
2024
Q1 | $805K | Buy |
4,577
+3,536
| +340% | +$622K | 0.33% | 47 |
|
|
2023
Q4 | $259K | Buy |
+1,041
| New | +$259K | 0.12% | 77 |
|