Fortis Group 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 | $1.35M | Buy |
4,377
+1,605
| +58% | +$496K | 0.25% | 99 |
|
|
2025
Q1 | $718K | Buy |
2,772
+550
| +25% | +$143K | 0.14% | 123 |
|
|
2024
Q4 | $897K | Buy |
2,222
+442
| +25% | +$178K | 0.17% | 103 |
|
|
2024
Q3 | $466K | Buy |
1,780
+101
| +6% | +$26.4K | 0.09% | 130 |
|
|
2024
Q2 | $332K | Sell |
1,679
-1,037
| -38% | -$205K | 0.07% | 148 |
|
|
2024
Q1 | $477K | Sell |
2,716
-668
| -20% | -$117K | 0.09% | 132 |
|
|
2023
Q4 | $764K | Buy |
3,384
+753
| +29% | +$170K | 0.19% | 57 |
|
|
2023
Q3 | $578K | Buy |
2,631
+640
| +32% | +$141K | 0.18% | 60 |
|
|
2023
Q2 | $521K | Buy |
1,991
+70
| +4% | +$18.3K | 0.14% | 81 |
|
|
2023
Q1 | $316K | Buy |
+1,921
| New | +$316K | 0.1% | 91 |
|
|
2020
Q3 | $899K | Buy |
+6,294
| New | +$899K | 0.17% | 67 |
|