Level Financial Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$300K Hold
2025
Q2
$214K Buy
2025
Q1
Sell
2024
Q4
$215K Buy
2024
Q1
Sell
2023
Q4
$105K Hold
2023
Q3
$106K Hold
2023
Q2
$111K Buy
2023
Q1
$84.6K Sell
2022
Q4
$51K Buy
2022
Q3
$108K Sell
2022
Q2
$112K Buy
2022
Q1
$147K Sell
2021
Q4
$186K Buy