Fermata Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $950K | Sell |
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|
2025
Q2 | $724K | Sell |
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|
2025
Q1 | $639K | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $705K | Sell |
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|
2024
Q2 | $544K | Sell |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $740K | Sell |
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|
2023
Q3 | $765K | Buy |
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $329K | Sell |
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|
2022
Q3 | $763K | Buy |
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|
2022
Q2 | $580K | Buy |
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|
2022
Q1 | $892K | Sell |
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|
2021
Q4 | $924K | Buy |
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|
2021
Q3 | $667K | Buy |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $315K | Buy |
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