FRG Family Wealth 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 | $3.2M | Buy |
10,079
+5,198
| +106% | +$1.65M | 0.56% | 41 |
|
|
2025
Q1 | $1.26M | Buy |
4,881
+4,279
| +711% | +$1.11M | 0.24% | 65 |
|
|
2024
Q4 | $243K | Sell |
602
-5,786
| -91% | -$2.34M | 0.04% | 139 |
|
|
2024
Q3 | $1.67M | Buy |
6,388
+231
| +4% | +$60.4K | 0.3% | 53 |
|
|
2024
Q2 | $1.24M | Sell |
6,157
-85
| -1% | -$17.1K | 0.24% | 65 |
|
|
2024
Q1 | $1.14M | Sell |
6,242
-3,517
| -36% | -$645K | 0.22% | 68 |
|
|
2023
Q4 | $2.42M | Hold |
9,759
| – | – | 0.49% | 41 |
|
|
2023
Q3 | $2.44M | Hold |
9,759
| – | – | 0.55% | 40 |
|
|
2023
Q2 | $2.55M | Sell |
9,759
-5
| -0.1% | -$1.31K | 0.56% | 38 |
|
|
2023
Q1 | $2.03M | Hold |
9,764
| – | – | 0.46% | 43 |
|
|
2022
Q4 | $1.2M | Sell |
9,764
-75
| -0.8% | -$9.24K | 0.29% | 65 |
|
|
2022
Q3 | $2.61M | Buy |
9,839
+8,153
| +484% | +$2.16M | 0.64% | 39 |
|
|
2022
Q2 | $378K | Hold |
1,686
| – | – | 0.09% | 111 |
|
|
2022
Q1 | $606K | Buy |
1,686
+93
| +6% | +$33.4K | 0.12% | 97 |
|
|
2021
Q4 | $561K | Buy |
+1,593
| New | +$561K | 0.1% | 100 |
|