Holos Integrated Wealth’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Buy
309
+30
+11% +$9.89K 0.06% 86
2025
Q1
$72.3K Sell
279
-20
-7% -$5.18K 0.05% 98
2024
Q4
$121K Buy
+299
New +$121K 0.08% 70