FSM 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 | $2.67M | Buy |
9,073
+4,238
| +88% | +$1.25M | 0.43% | 44 |
|
|
2025
Q1 | $1.25M | Sell |
4,835
-231
| -5% | -$59.9K | 0.28% | 50 |
|
|
2024
Q4 | $2.1M | Sell |
5,066
-59
| -1% | -$24.4K | 0.51% | 37 |
|
|
2024
Q3 | $1.34M | Buy |
5,125
+1,127
| +28% | +$295K | 0.36% | 46 |
|
|
2024
Q2 | $791K | Buy |
3,998
+821
| +26% | +$162K | 0.27% | 65 |
|
|
2024
Q1 | $558K | Buy |
3,177
+959
| +43% | +$169K | 0.2% | 79 |
|
|
2023
Q4 | $551K | Buy |
2,218
+466
| +27% | +$116K | 0.23% | 75 |
|
|
2023
Q3 | $438K | Sell |
1,752
-447
| -20% | -$112K | 0.22% | 82 |
|
|
2023
Q2 | $593K | Sell |
2,199
-8
| -0.4% | -$2.16K | 0.3% | 69 |
|
|
2023
Q1 | $458K | Buy |
+2,207
| New | +$458K | 0.27% | 82 |
|
|
2022
Q4 | – | Sell |
-942
| Closed | -$250K | – | 147 |
|
|
2022
Q3 | $250K | Buy |
+942
| New | +$250K | 0.21% | 113 |
|