Financial Symmetry’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Buy |
2,072
+30
| +1% | +$9.53K | 0.34% | 24 |
|
|
2025
Q1 | $529K | Buy |
2,042
+50
| +3% | +$13K | 0.33% | 24 |
|
|
2024
Q4 | $804K | Hold |
1,992
| – | – | 0.55% | 21 |
|
|
2024
Q3 | $521K | Sell |
1,992
-15
| -0.7% | -$3.92K | 0.36% | 26 |
|
|
2024
Q2 | $397K | Hold |
2,007
| – | – | 0.31% | 24 |
|
|
2024
Q1 | $353K | Hold |
2,007
| – | – | 0.31% | 25 |
|
|
2023
Q4 | $499K | Buy |
+2,007
| New | +$499K | 0.49% | 20 |
|