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Legacy Wealth Management (Idaho)’s Tesla TSLA Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$366K Buy
1,152
+144
+14% +$45.7K 0.19% 59
2025
Q1 		$261K Buy
1,008
+119
+13% +$30.8K 0.18% 60
2024
Q4 		$321K Sell
889
-67
-7% -$24.2K 0.21% 56
2024
Q3 		$316K Buy
+956
New +$316K 0.18% 50