Fragasso Financial 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 | $1.61M | Buy |
5,073
+312
| +7% | +$99.1K | 0.11% | 96 |
|
|
2025
Q1 | $1.23M | Buy |
4,761
+956
| +25% | +$248K | 0.09% | 107 |
|
|
2024
Q4 | $1.54M | Buy |
3,805
+1,223
| +47% | +$494K | 0.12% | 92 |
|
|
2024
Q3 | $676K | Buy |
2,582
+309
| +14% | +$80.8K | 0.05% | 144 |
|
|
2024
Q2 | $450K | Buy |
2,273
+486
| +27% | +$96.2K | 0.04% | 169 |
|
|
2024
Q1 | $314K | Sell |
1,787
-104
| -5% | -$18.3K | 0.03% | 201 |
|
|
2023
Q4 | $470K | Buy |
1,891
+113
| +6% | +$28.1K | 0.04% | 165 |
|
|
2023
Q3 | $445K | Buy |
1,778
+31
| +2% | +$7.76K | 0.05% | 158 |
|
|
2023
Q2 | $457K | Buy |
1,747
+77
| +5% | +$20.2K | 0.05% | 160 |
|
|
2023
Q1 | $346K | Hold |
1,670
| – | – | 0.04% | 164 |
|
|
2022
Q4 | $206K | Buy |
1,670
+26
| +2% | +$3.2K | 0.02% | 206 |
|
|
2022
Q3 | $436K | Sell |
1,644
-132
| -7% | -$35K | 0.06% | 117 |
|
|
2022
Q2 | $399K | Buy |
1,776
+36
| +2% | +$8.09K | 0.05% | 124 |
|
|
2022
Q1 | $625K | Buy |
1,740
+135
| +8% | +$48.5K | 0.07% | 96 |
|
|
2021
Q4 | $565K | Hold |
1,605
| – | – | 0.07% | 107 |
|
|
2021
Q3 | $415K | Hold |
1,605
| – | – | 0.05% | 107 |
|
|
2021
Q2 | $364K | Sell |
1,605
-150
| -9% | -$34K | 0.05% | 108 |
|
|
2021
Q1 | $391K | Sell |
1,755
-531
| -23% | -$118K | 0.05% | 106 |
|
|
2020
Q4 | $538K | Buy |
2,286
+51
| +2% | +$12K | 0.08% | 85 |
|
|
2020
Q3 | $320K | Buy |
+2,235
| New | +$320K | 0.05% | 100 |
|