Hapanowicz & Associates Financial Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
1,651
+119
| +8% | +$37.8K | 0.26% | 19 |
|
|
2025
Q1 | $397K | Buy |
1,532
+309
| +25% | +$80.1K | 0.22% | 22 |
|
|
2024
Q4 | $494K | Hold |
1,223
| – | – | 0.25% | 19 |
|
|
2024
Q3 | $320K | Hold |
1,223
| – | – | 0.16% | 22 |
|
|
2024
Q2 | $242K | Hold |
1,223
| – | – | 0.14% | 24 |
|
|
2024
Q1 | $215K | Buy |
1,223
+318
| +35% | +$55.9K | 0.12% | 28 |
|
|
2023
Q4 | $225K | Buy |
905
+88
| +11% | +$21.9K | 0.14% | 27 |
|
|
2023
Q3 | $204K | Hold |
817
| – | – | 0.15% | 28 |
|
|
2023
Q2 | $214K | Buy |
+817
| New | +$214K | 0.14% | 29 |
|