Morling Financial 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 | $4.23M | Buy |
13,308
+11,705
| +730% | +$3.72M | 1.38% | 15 |
|
|
2025
Q1 | $415K | Buy |
1,603
+762
| +91% | +$197K | 0.14% | 51 |
|
|
2024
Q4 | $340K | Sell |
841
-222
| -21% | -$89.7K | 0.12% | 56 |
|
|
2024
Q3 | $278K | Sell |
1,063
-96
| -8% | -$25.1K | 0.11% | 58 |
|
|
2024
Q2 | $229K | Sell |
1,159
-111
| -9% | -$22K | 0.1% | 54 |
|
|
2024
Q1 | $223K | Sell |
1,270
-774
| -38% | -$136K | 0.13% | 62 |
|
|
2023
Q4 | $508K | Buy |
2,044
+158
| +8% | +$39.3K | 0.41% | 33 |
|
|
2023
Q3 | $472K | Buy |
1,886
+67
| +4% | +$16.8K | 0.47% | 33 |
|
|
2023
Q2 | $476K | Buy |
1,819
+485
| +36% | +$127K | 0.46% | 34 |
|
|
2023
Q1 | $277K | Buy |
1,334
+26
| +2% | +$5.39K | 0.3% | 41 |
|
|
2022
Q4 | $161K | Buy |
1,308
+195
| +18% | +$24K | 0.21% | 53 |
|
|
2022
Q3 | $295K | Hold |
1,113
| – | – | 0.4% | 36 |
|
|
2022
Q2 | $250K | Buy |
1,113
+75
| +7% | +$16.8K | 0.33% | 42 |
|
|
2022
Q1 | $373K | Sell |
1,038
-150
| -13% | -$53.9K | 0.47% | 32 |
|
|
2021
Q4 | $418K | Buy |
+1,188
| New | +$418K | 0.4% | 27 |
|