Financial Synergies Wealth 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 | $419K | Sell |
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|
2025
Q2 | $438K | Buy |
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|
2025
Q1 | $320K | Buy |
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|
2024
Q4 | $251K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $345K | Buy |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $494K | Sell |
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|
2023
Q1 | $577K | Buy |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $373K | Buy |
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