Long Run 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 | $281K | Buy |
884
+52
| +6% | +$16.5K | 0.06% | 91 |
|
2025
Q1 | $216K | Buy |
832
+262
| +46% | +$67.9K | 0.05% | 98 |
|
2024
Q4 | $230K | Buy |
+570
| New | +$230K | 0.06% | 90 |
|
2024
Q1 | – | Sell |
-805
| Closed | -$200K | – | 98 |
|
2023
Q4 | $200K | Buy |
+805
| New | +$200K | 0.06% | 92 |
|
2022
Q4 | – | Sell |
-765
| Closed | -$203K | – | 98 |
|
2022
Q3 | $203K | Buy |
+765
| New | +$203K | 0.08% | 92 |
|
2022
Q2 | – | Sell |
-711
| Closed | -$256K | – | 96 |
|
2022
Q1 | $256K | Hold |
711
| – | – | 0.09% | 88 |
|
2021
Q4 | $250K | Buy |
+711
| New | +$250K | 0.09% | 92 |
|