Foundation Wealth Management (Missouri)’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-724
| Closed | -$292K | – | 45 |
|
|
2024
Q4 | $292K | Sell |
724
-136
| -16% | -$54.9K | 0.23% | 37 |
|
|
2024
Q3 | $225K | Buy |
+860
| New | +$225K | 0.17% | 39 |
|
|
2024
Q1 | – | Sell |
-962
| Closed | -$239K | – | 41 |
|
|
2023
Q4 | $239K | Buy |
962
+1
| +0.1% | +$248 | 0.21% | 30 |
|
|
2023
Q3 | $241K | Buy |
961
+64
| +7% | +$16K | 0.24% | 34 |
|
|
2023
Q2 | $235K | Buy |
+897
| New | +$235K | 0.23% | 35 |
|