Edge 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	$659K	Hold	2,075	–	–	0.35%	50
2025 Q1	$538K	Buy	2,075 +71	+4%	+$18.4K	0.34%	50
2024 Q4	$809K	Sell	2,004 -220	-10%	-$88.8K	0.72%	44
2024 Q3	$582K	Buy	+2,224	New	+$582K	0.52%	52
2024 Q1	$389K	Buy	+2,214	New	+$389K	0.34%	77