Financial Synergies Wealth 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 | $438K | Buy |
1,379
+144
| +12% | +$45.8K | 0.05% | 68 |
|
|
2025
Q1 | $320K | Buy |
1,235
+613
| +99% | +$159K | 0.04% | 66 |
|
|
2024
Q4 | $251K | Buy |
+622
| New | +$251K | 0.03% | 66 |
|
|
2024
Q2 | – | Sell |
-1,961
| Closed | -$345K | – | 437 |
|
|
2024
Q1 | $345K | Buy |
1,961
+49
| +3% | +$8.62K | 0.05% | 61 |
|
|
2023
Q4 | $236K | Buy |
1,912
+56
| +3% | +$6.9K | 0.04% | 63 |
|
|
2023
Q3 | $465K | Sell |
1,856
-30
| -2% | -$7.51K | 0.07% | 53 |
|
|
2023
Q2 | $494K | Sell |
1,886
-897
| -32% | -$235K | 0.07% | 52 |
|
|
2023
Q1 | $577K | Buy |
2,783
+871
| +46% | +$181K | 0.08% | 47 |
|
|
2022
Q4 | $236K | Buy |
1,912
+205
| +12% | +$25.3K | 0.04% | 63 |
|
|
2022
Q3 | $453K | Buy |
1,707
+48
| +3% | +$12.7K | 0.08% | 51 |
|
|
2022
Q2 | $373K | Buy |
+1,659
| New | +$373K | 0.06% | 54 |
|