Moss Adams 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 | $2.72M | Buy |
8,576
+1,443
| +20% | +$458K | 0.25% | 35 |
|
|
2025
Q1 | $1.85M | Buy |
7,133
+465
| +7% | +$121K | 0.19% | 40 |
|
|
2024
Q4 | $2.69M | Buy |
6,668
+260
| +4% | +$105K | 0.28% | 30 |
|
|
2024
Q3 | $1.68M | Buy |
6,408
+980
| +18% | +$256K | 0.18% | 39 |
|
|
2024
Q2 | $1.07M | Buy |
5,428
+1,524
| +39% | +$302K | 0.15% | 45 |
|
|
2024
Q1 | $686K | Buy |
3,904
+1,256
| +47% | +$221K | 0.11% | 61 |
|
|
2023
Q4 | $658K | Buy |
2,648
+311
| +13% | +$77.3K | 0.14% | 45 |
|
|
2023
Q3 | $585K | Buy |
+2,337
| New | +$585K | 0.2% | 38 |
|
|
2023
Q2 | – | Sell |
-1,117
| Closed | -$232K | – | 179 |
|
|
2023
Q1 | $232K | Buy |
+1,117
| New | +$232K | 0.08% | 85 |
|