New Wave 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
$1.09M Buy
3,437
+357
+12% +$113K 0.46% 45
2025
Q1
$798K Sell
3,080
-369
-11% -$95.6K 0.36% 50
2024
Q4
$1.39M Sell
3,449
-104
-3% -$42K 0.57% 39
2024
Q3
$930K Buy
3,553
+1,185
+50% +$310K 0.43% 44
2024
Q2
$469K Buy
+2,368
New +$469K 0.25% 64