GIA
Goodwin Investment Advisory’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+683
| New | +$217K | 0.25% | 25 |
|
|
2025
Q1 | – | Sell |
-706
| Closed | -$285K | – | 40 |
|
|
2024
Q4 | $285K | Buy |
+706
| New | +$285K | 0.15% | 36 |
|
|
2023
Q1 | – | Sell |
-671
| Closed | -$82.7K | – | 202 |
|
|
2022
Q4 | $82.7K | Buy |
671
+79
| +13% | +$9.74K | 0.06% | 66 |
|
|
2022
Q3 | $157K | Buy |
592
+391
| +195% | +$104K | 0.12% | 54 |
|
|
2022
Q2 | $136K | Buy |
201
+21
| +12% | +$14.2K | 0.1% | 44 |
|
|
2022
Q1 | $194K | Buy |
180
+9
| +5% | +$9.7K | 0.13% | 45 |
|
|
2021
Q4 | $181K | Buy |
171
+12
| +8% | +$12.7K | 0.14% | 43 |
|
|
2021
Q3 | $123K | Hold |
159
| – | – | 0.12% | 42 |
|
|
2021
Q2 | $108K | Hold |
159
| – | – | 0.12% | 39 |
|
|
2021
Q1 | $106K | Hold |
159
| – | – | 0.12% | 34 |
|
|
2020
Q4 | $112K | Buy |
+159
| New | +$112K | 0.14% | 31 |
|