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Goldstein Advisors’s Tesla TSLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$565K Buy
1,780
+375
+27% +$119K 0.08% 87
2025
Q1
$364K Buy
1,405
+75
+6% +$19.4K 0.05% 117
2024
Q4
$537K Buy
1,330
+429
+48% +$173K 0.08% 86
2024
Q3
$236K Buy
+901
New +$236K 0.04% 159
2024
Q1
Sell
-1,227
Closed -$305K 181
2023
Q4
$305K Sell
1,227
-590
-32% -$147K 0.05% 138
2023
Q3
$455K Buy
1,817
+230
+14% +$57.5K 0.09% 75
2023
Q2
$415K Sell
1,587
-109
-6% -$28.5K 0.09% 82
2023
Q1
$352K Sell
1,696
-108
-6% -$22.4K 0.08% 93
2022
Q4
$222K Buy
+1,804
New +$222K 0.05% 123