Fortis Capital 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 | $4.5M | Sell |
14,154
-1,044
| -7% | -$332K | 0.8% | 24 |
|
|
2025
Q1 | $3.94M | Sell |
15,198
-4,090
| -21% | -$1.06M | 0.8% | 20 |
|
|
2024
Q4 | $4.13M | Buy |
19,288
+4,303
| +29% | +$921K | 1.41% | 10 |
|
|
2024
Q3 | $3.92M | Sell |
14,985
-4,758
| -24% | -$1.24M | 1.31% | 10 |
|
|
2024
Q2 | $3.91M | Sell |
19,743
-117
| -0.6% | -$23.2K | 1.41% | 10 |
|
|
2024
Q1 | $3.49M | Buy |
19,860
+17,890
| +908% | +$3.14M | 1.47% | 11 |
|
|
2023
Q4 | $316K | Sell |
1,970
-23,794
| -92% | -$3.81M | 0.17% | 83 |
|
|
2023
Q3 | $6.45M | Buy |
25,764
+1,343
| +5% | +$336K | 4.13% | 6 |
|
|
2023
Q2 | $6.39M | Buy |
24,421
+2,967
| +14% | +$777K | 3.75% | 6 |
|
|
2023
Q1 | $4.45M | Buy |
21,454
+5,981
| +39% | +$1.24M | 2.38% | 8 |
|
|
2022
Q4 | $1.91M | Buy |
+15,473
| New | +$1.91M | 1.13% | 17 |
|