Fonville Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Buy
1,426
+186
+15% +$59.1K 0.11% 86
2025
Q1
$331K Sell
1,240
-89
-7% -$23.8K 0.1% 93
2024
Q4
$537K Buy
1,329
+106
+9% +$42.8K 0.18% 68
2024
Q3
$320K Sell
1,223
-428
-26% -$112K 0.11% 88
2024
Q2
$327K Buy
1,651
+353
+27% +$69.9K 0.13% 78
2024
Q1
$228K Sell
1,298
-140
-10% -$24.6K 0.1% 90
2023
Q4
$357K Buy
+1,438
New +$357K 0.19% 68