Focus Partners Wealth’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108M Buy
338,755
+75,300
+29% +$23.9M 0.23% 89
2025
Q1
$68.3M Buy
263,455
+23,600
+10% +$6.11M 0.17% 130
2024
Q4
$96.9M Buy
239,855
+24,923
+12% +$10.1M 0.25% 84
2024
Q3
$56.2M Buy
214,932
+155,124
+259% +$40.6M 0.18% 119
2024
Q2
$11.8M Buy
59,808
+28,876
+93% +$5.71M 0.04% 346
2024
Q1
$5.44M Buy
30,932
+13,721
+80% +$2.41M 0.04% 309
2023
Q4
$4.28M Buy
+17,211
New +$4.28M 0.06% 252