Ledgewood Wealth 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 | $659K | Hold |
2,076
| – | – | 0.42% | 36 |
|
|
2025
Q1 | $538K | Hold |
2,076
| – | – | 0.35% | 36 |
|
|
2024
Q4 | $838K | Hold |
2,076
| – | – | 0.54% | 30 |
|
|
2024
Q3 | $543K | Buy |
2,076
+450
| +28% | +$118K | 0.37% | 35 |
|
|
2024
Q2 | $322K | Sell |
1,626
-3
| -0.2% | -$594 | 0.28% | 46 |
|
|
2024
Q1 | $286K | Hold |
1,629
| – | – | 0.27% | 50 |
|
|
2023
Q4 | $405K | Buy |
+1,629
| New | +$405K | 0.37% | 36 |
|