Foundation Wealth Management (Missouri)’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-724
Closed -$292K 45
2024
Q4
$292K Sell
724
-136
-16% -$43.8K 0.23% 37
2024
Q3
$225K Buy
+860
New +$196K 0.17% 39
2024
Q1
Sell
-962
Closed -$239K 41
2023
Q4
$239K Buy
962
+1
+0.1% +$238 0.21% 30
2023
Q3
$241K Buy
961
+64
+7% +$16.4K 0.24% 34
2023
Q2
$235K Buy
+897
New +$179K 0.23% 35

Other funds holding TSLA

Foundation Wealth Management (Missouri)'s TSLA Position: Q1 2025 in Review

Foundation Wealth Management (Missouri) sold out of Tesla (TSLA) in Q1 2025, closing a stake of 724 shares — an estimated $292K sold.

Foundation Wealth Management (Missouri) first reported a position in TSLA in Q2 2023 and held it in 5 quarters. The position peaked at $292K in Q4 2024. 3,565 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

  • Foundation Wealth Management (Missouri) reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
  • Foundation Wealth Management (Missouri) sold 724 Tesla shares in Q1 2025, an estimated $292K.
  • Foundation Wealth Management (Missouri) first reported a position in Tesla in Q2 2023 and held it in 5 quarters.
  • Foundation Wealth Management (Missouri)'s Tesla position peaked at $292K in Q4 2024.
  • 3,565 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q1 2025, filed 22 Apr 2025.