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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 |
|