Lifeworks 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 | $916K | Buy |
2,883
+275
| +11% | +$87.4K | 0.14% | 133 |
|
|
2025
Q1 | $676K | Sell |
2,608
-702
| -21% | -$182K | 0.11% | 154 |
|
|
2024
Q4 | $1.34M | Sell |
3,310
-1,458
| -31% | -$589K | 0.24% | 102 |
|
|
2024
Q3 | $1.25M | Buy |
4,768
+213
| +5% | +$55.7K | 0.25% | 101 |
|
|
2024
Q2 | $901K | Sell |
4,555
-29
| -0.6% | -$5.74K | 0.25% | 89 |
|
|
2024
Q1 | $806K | Sell |
4,584
-1,775
| -28% | -$312K | 0.23% | 101 |
|
|
2023
Q4 | $1.58M | Buy |
6,359
+1,190
| +23% | +$296K | 0.55% | 59 |
|
|
2023
Q3 | $1.29M | Sell |
5,169
-1,997
| -28% | -$500K | 0.5% | 61 |
|
|
2023
Q2 | $1.88M | Buy |
7,166
+1,144
| +19% | +$299K | 0.8% | 38 |
|
|
2023
Q1 | $1.25M | Buy |
6,022
+2,464
| +69% | +$511K | 0.59% | 56 |
|
|
2022
Q4 | $438K | Sell |
3,558
-24
| -0.7% | -$2.96K | 0.25% | 88 |
|
|
2022
Q3 | $815K | Sell |
3,582
-489
| -12% | -$111K | 0.46% | 76 |
|
|
2022
Q2 | $914K | Buy |
4,071
+24
| +0.6% | +$5.39K | 0.58% | 58 |
|
|
2022
Q1 | $1.45M | Buy |
4,047
+114
| +3% | +$41K | 0.96% | 30 |
|
|
2021
Q4 | $1.39M | Buy |
+3,933
| New | +$1.39M | 1.1% | 28 |
|