Morris Financial Concepts’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
7,760
-200
| -3% | -$63.5K | 0.98% | 18 |
|
|
2025
Q1 | $2.06M | Buy |
7,960
+948
| +14% | +$246K | 0.87% | 20 |
|
|
2024
Q4 | $2.83M | Sell |
7,012
-1,433
| -17% | -$579K | 1.21% | 14 |
|
|
2024
Q3 | $2.21M | Sell |
8,445
-118
| -1% | -$30.9K | 0.95% | 16 |
|
|
2024
Q2 | $1.69M | Sell |
8,563
-8
| -0.1% | -$1.58K | 0.81% | 23 |
|
|
2024
Q1 | $1.51M | Sell |
8,571
-332
| -4% | -$58.4K | 0.77% | 24 |
|
|
2023
Q4 | $2.21M | Sell |
8,903
-44
| -0.5% | -$10.9K | 1.26% | 15 |
|
|
2023
Q3 | $2.24M | Hold |
8,947
| – | – | 1.49% | 16 |
|
|
2023
Q2 | $2.34M | Sell |
8,947
-121
| -1% | -$31.7K | 1.51% | 14 |
|
|
2023
Q1 | $1.88M | Sell |
9,068
-5
| -0.1% | -$1.04K | 1.33% | 16 |
|
|
2022
Q4 | $1.12M | Buy |
9,073
+1
| +0% | +$123 | 0.9% | 25 |
|
|
2022
Q3 | $2.41M | Hold |
9,072
| – | – | 2.49% | 11 |
|
|
2022
Q2 | $2.04M | Buy |
9,072
+528
| +6% | +$118K | 1.94% | 13 |
|
|
2022
Q1 | $3.07M | Buy |
8,544
+1,119
| +15% | +$402K | 2.56% | 9 |
|
|
2021
Q4 | $2.62M | Buy |
+7,425
| New | +$2.62M | 2.18% | 13 |
|