Martel 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 | $1.58M | Sell |
4,983
-276
| -5% | -$87.7K | 0.29% | 26 |
|
|
2025
Q1 | $1.36M | Sell |
5,259
-147
| -3% | -$38.1K | 0.27% | 26 |
|
|
2024
Q4 | $2.18M | Sell |
5,406
-138
| -2% | -$55.7K | 0.43% | 22 |
|
|
2024
Q3 | $1.39M | Sell |
5,544
-1,878
| -25% | -$470K | 0.28% | 27 |
|
|
2024
Q2 | $1.47M | Hold |
7,422
| – | – | 0.32% | 26 |
|
|
2024
Q1 | $1.3M | Sell |
7,422
-122
| -2% | -$21.4K | 0.28% | 27 |
|
|
2023
Q4 | $1.87M | Hold |
7,544
| – | – | 0.43% | 26 |
|
|
2023
Q3 | $1.89M | Hold |
7,544
| – | – | 0.47% | 24 |
|
|
2023
Q2 | $1.97M | Buy |
+7,544
| New | +$1.97M | 0.48% | 25 |
|