Level Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
+707
New +$225K 0.13% 57
2025
Q1
Sell
-707
Closed -$286K 54
2024
Q4
$286K Buy
+707
New +$286K 0.2% 43