North Ridge 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 | $234K | Sell |
738
-265
| -26% | -$84.2K | 0.14% | 41 |
|
|
2025
Q1 | $260K | Sell |
1,003
-287
| -22% | -$74.4K | 0.17% | 37 |
|
|
2024
Q4 | $521K | Sell |
1,290
-549
| -30% | -$222K | 0.36% | 27 |
|
|
2024
Q3 | $481K | Hold |
1,839
| – | – | 0.33% | 30 |
|
|
2024
Q2 | $364K | Buy |
1,839
+39
| +2% | +$7.72K | 0.28% | 36 |
|
|
2024
Q1 | $316K | Hold |
1,800
| – | – | 0.25% | 37 |
|
|
2023
Q4 | $447K | Hold |
1,800
| – | – | 0.37% | 31 |
|
|
2023
Q3 | $450K | Sell |
1,800
-517
| -22% | -$129K | 0.44% | 31 |
|
|
2023
Q2 | $607K | Sell |
2,317
-1,333
| -37% | -$349K | 0.58% | 27 |
|
|
2023
Q1 | $757K | Buy |
+3,650
| New | +$757K | 0.76% | 22 |
|