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Dougherty Wealth Advisers’s Tesla TSLA Stock Holding History

Dougherty Wealth Advisers’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$181K Buy
570
+20
+4% +$6.35K 0.12% 39
2025
Q1 		$143K Hold
550
– – 0.11% 47
2024
Q4 		$222K Buy
+550
New +$222K 0.17% 38