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 | $270K | Hold |
851
| – | – | 0.05% | 69 |
|
|
2025
Q1 | $221K | Hold |
851
| – | – | 0.04% | 76 |
|
|
2024
Q4 | $344K | Sell |
851
-140
| -14% | -$56.5K | 0.07% | 59 |
|
|
2024
Q3 | $259K | Buy |
+991
| New | +$259K | 0.05% | 70 |
|
|
2024
Q1 | – | Sell |
-1,002
| Closed | -$249K | – | 81 |
|
|
2023
Q4 | $249K | Buy |
1,002
+62
| +7% | +$15.4K | 0.06% | 61 |
|
|
2023
Q3 | $235K | Hold |
940
| – | – | 0.06% | 64 |
|
|
2023
Q2 | $246K | Buy |
+940
| New | +$246K | 0.06% | 68 |
|
|
2022
Q4 | – | Sell |
-939
| Closed | -$204K | – | 83 |
|
|
2022
Q3 | $204K | Hold |
939
| – | – | 0.07% | 73 |
|
|
2022
Q2 | $211K | Hold |
939
| – | – | 0.07% | 70 |
|
|
2022
Q1 | $337K | Buy |
939
+15
| +2% | +$5.38K | 0.11% | 60 |
|
|
2021
Q4 | $325K | Hold |
924
| – | – | 0.1% | 63 |
|
|
2021
Q3 | $239K | Hold |
924
| – | – | 0.08% | 78 |
|
|
2021
Q2 | $209K | Buy |
924
+9
| +1% | +$2.04K | 0.07% | 86 |
|
|
2021
Q1 | $204K | Buy |
+915
| New | +$204K | 0.08% | 80 |
|