New Insight 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 | $6.67M | Sell |
20,997
-1,724
| -8% | -$548K | 2.74% | 10 |
|
|
2025
Q1 | $5.89M | Buy |
22,721
+891
| +4% | +$231K | 2.67% | 10 |
|
|
2024
Q4 | $8.82M | Sell |
21,830
-10,165
| -32% | -$4.11M | 4.42% | 7 |
|
|
2024
Q3 | $8.37M | Sell |
31,995
-3,512
| -10% | -$919K | 4.41% | 6 |
|
|
2024
Q2 | $7.03M | Buy |
35,507
+2,588
| +8% | +$512K | 4.14% | 6 |
|
|
2024
Q1 | $5.79M | Buy |
32,919
+90
| +0.3% | +$15.8K | 3.61% | 8 |
|
|
2023
Q4 | $8.16M | Buy |
+32,829
| New | +$8.16M | 5.49% | 4 |
|