Fermata 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 | $724K | Sell |
2,278
-187
| -8% | -$59.4K | 0.19% | 108 |
|
|
2025
Q1 | $639K | Sell |
2,465
-200
| -8% | -$51.8K | 0.12% | 132 |
|
|
2024
Q4 | $1.08M | Sell |
2,665
-31
| -1% | -$12.5K | 0.2% | 89 |
|
|
2024
Q3 | $705K | Sell |
2,696
-53
| -2% | -$13.9K | 0.14% | 102 |
|
|
2024
Q2 | $544K | Sell |
2,749
-212
| -7% | -$42K | 0.12% | 102 |
|
|
2024
Q1 | $521K | Sell |
2,961
-17
| -0.6% | -$2.99K | 0.12% | 111 |
|
|
2023
Q4 | $740K | Sell |
2,978
-78
| -3% | -$19.4K | 0.18% | 87 |
|
|
2023
Q3 | $765K | Buy |
3,056
+1,794
| +142% | +$449K | 0.22% | 84 |
|
|
2023
Q2 | $330K | Sell |
1,262
-658
| -34% | -$172K | 0.3% | 58 |
|
|
2023
Q1 | $398K | Sell |
1,920
-748
| -28% | -$155K | 0.24% | 69 |
|
|
2022
Q4 | $329K | Sell |
2,668
-209
| -7% | -$25.7K | 0.1% | 109 |
|
|
2022
Q3 | $763K | Buy |
2,877
+291
| +11% | +$77.2K | 0.25% | 81 |
|
|
2022
Q2 | $580K | Buy |
2,586
+102
| +4% | +$22.9K | 0.2% | 91 |
|
|
2022
Q1 | $892K | Sell |
2,484
-138
| -5% | -$49.6K | 0.33% | 68 |
|
|
2021
Q4 | $924K | Buy |
2,622
+42
| +2% | +$14.8K | 0.34% | 61 |
|
|
2021
Q3 | $667K | Buy |
2,580
+1,116
| +76% | +$289K | 0.29% | 62 |
|
|
2021
Q2 | $332K | Buy |
1,464
+51
| +4% | +$11.6K | 0.19% | 96 |
|
|
2021
Q1 | $315K | Buy |
+1,413
| New | +$315K | 0.27% | 59 |
|