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Frisch Financial Group’s Tesla TSLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$847K Sell
2,665
-678
-20% -$215K 0.21% 61
2025
Q1
$866K Buy
3,343
+132
+4% +$34.2K 0.24% 52
2024
Q4
$1.3M Buy
3,211
+316
+11% +$128K 0.39% 39
2024
Q3
$757K Buy
2,895
+154
+6% +$40.3K 0.23% 52
2024
Q2
$542K Buy
2,741
+236
+9% +$46.7K 0.16% 61
2024
Q1
$440K Sell
2,505
-599
-19% -$105K 0.15% 74
2023
Q4
$771K Sell
3,104
-57
-2% -$14.2K 0.29% 48
2023
Q3
$791K Buy
3,161
+233
+8% +$58.3K 0.32% 48
2023
Q2
$766K Sell
2,928
-652
-18% -$171K 0.37% 46
2023
Q1
$743K Sell
3,580
-272
-7% -$56.5K 0.29% 51
2022
Q4
$474K Buy
3,852
+1,527
+66% +$188K 0.18% 73
2022
Q3
$617K Buy
2,325
+1,571
+208% +$417K 0.26% 56
2022
Q2
$508K Sell
754
-3,358
-82% -$2.26M 0.2% 64
2022
Q1
$4.43M Buy
4,112
+105
+3% +$113K 1.42% 23
2021
Q4
$4.24M Buy
4,007
+93
+2% +$98.3K 1.33% 25
2021
Q3
$3.04M Buy
3,914
+95
+2% +$73.7K 1.01% 31
2021
Q2
$2.6M Buy
3,819
+43
+1% +$29.2K 0.82% 33
2021
Q1
$2.52M Buy
3,776
+24
+0.6% +$16K 0.85% 31
2020
Q4
$2.65M Buy
3,752
+7
+0.2% +$4.94K 0.97% 24
2020
Q3
$1.61M Buy
3,745
+3,040
+431% +$1.3M 0.7% 24
2020
Q2
$761K Buy
705
+224
+47% +$242K 0.36% 36
2020
Q1
$252K Sell
481
-163
-25% -$85.4K 0.15% 83
2019
Q4
$269K Buy
+644
New +$269K 0.13% 96
2019
Q1
Sell
-661
Closed -$220K 111
2018
Q4
$220K Buy
+661
New +$220K 0.15% 88