Marshall & Sterling 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
$92.4K Hold
291
0.06% 114
2025
Q1
$75.4K Buy
291
+195
+203% +$50.5K 0.05% 119
2024
Q4
$38.8K Buy
+96
New +$38.8K 0.03% 146