IFS Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
542
+2
| +0.4% | +$635 | 0.13% | 21 |
|
|
2025
Q1 | $140K | Buy |
540
+167
| +45% | +$43.3K | 0.11% | 21 |
|
|
2024
Q4 | $151K | Hold |
373
| – | – | 0.12% | 20 |
|
|
2024
Q3 | $97.6K | Hold |
373
| – | – | 0.08% | 22 |
|
|
2024
Q2 | $73.8K | Hold |
373
| – | – | 0.06% | 23 |
|
|
2024
Q1 | $65.6K | Buy |
373
+10
| +3% | +$1.76K | 0.06% | 24 |
|
|
2023
Q4 | $90.2K | Hold |
363
| – | – | 0.11% | 17 |
|
|
2023
Q3 | $90.8K | Buy |
363
+8
| +2% | +$2K | 0.17% | 16 |
|
|
2023
Q2 | $92.9K | Buy |
355
+10
| +3% | +$2.62K | 0.23% | 13 |
|
|
2023
Q1 | $71.6K | Hold |
345
| – | – | 0.29% | 13 |
|
|
2022
Q4 | $42.5K | Hold |
345
| – | – | 0.07% | 29 |
|
|
2022
Q3 | $91K | Hold |
345
| – | – | 0.17% | 14 |
|
|
2022
Q2 | $77K | Sell |
345
-621
| -64% | -$139K | 0.2% | 14 |
|
|
2022
Q1 | $346K | Hold |
966
| – | – | 0.32% | 10 |
|
|
2021
Q4 | $340K | Sell |
966
-480
| -33% | -$169K | 0.24% | 22 |
|
|
2021
Q3 | $373K | Hold |
1,446
| – | – | 0.24% | 23 |
|
|
2021
Q2 | $327K | Hold |
1,446
| – | – | 0.22% | 24 |
|
|
2021
Q1 | $321K | Sell |
1,446
-147
| -9% | -$32.6K | 0.25% | 22 |
|
|
2020
Q4 | $374K | Buy |
+1,593
| New | +$374K | 0.29% | 17 |
|