Fairhaven Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$753K Buy
1,864
+45
+2% +$18.2K 0.24% 54
2024
Q3
$476K Sell
1,819
-409
-18% -$107K 0.15% 67
2024
Q2
$441K Buy
2,228
+251
+13% +$49.7K 0.15% 66
2024
Q1
$348K Buy
1,977
+16
+0.8% +$2.81K 0.12% 77
2023
Q4
$487K Buy
1,961
+446
+29% +$111K 0.18% 59
2023
Q3
$379K Hold
1,515
0.15% 68
2023
Q2
$397K Buy
+1,515
New +$397K 0.15% 68
2022
Q4
$207K Sell
1,680
-144
-8% -$17.7K 0.09% 100
2022
Q3
$484K Buy
1,824
+75
+4% +$19.9K 0.22% 51
2022
Q2
$393K Buy
1,749
+165
+10% +$37.1K 0.18% 59
2022
Q1
$569K Buy
1,584
+15
+1% +$5.39K 0.23% 54
2021
Q4
$553K Buy
1,569
+15
+1% +$5.29K 0.22% 54
2021
Q3
$402K Buy
1,554
+45
+3% +$11.6K 0.17% 66
2021
Q2
$342K Sell
1,509
-285
-16% -$64.6K 0.14% 74
2021
Q1
$399K Buy
1,794
+195
+12% +$43.4K 0.17% 63
2020
Q4
$376K Buy
+1,599
New +$376K 0.17% 68