Navis 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 | $591K | Sell |
1,859
-149
| -7% | -$47.3K | 0.5% | 45 |
|
|
2025
Q1 | $520K | Sell |
2,008
-180
| -8% | -$46.6K | 0.51% | 45 |
|
|
2024
Q4 | $884K | Buy |
2,188
+405
| +23% | +$164K | 0.97% | 21 |
|
|
2024
Q3 | $466K | Buy |
1,783
+458
| +35% | +$120K | 0.5% | 47 |
|
|
2024
Q2 | $262K | Sell |
1,325
-200
| -13% | -$39.6K | 0.3% | 80 |
|
|
2024
Q1 | $268K | Buy |
1,525
+400
| +36% | +$70.3K | 0.32% | 76 |
|
|
2023
Q4 | $280K | Hold |
1,125
| – | – | 0.36% | 67 |
|
|
2023
Q3 | $281K | Hold |
1,125
| – | – | 0.41% | 61 |
|
|
2023
Q2 | $294K | Buy |
+1,125
| New | +$294K | 0.27% | 60 |
|