Northwest Financial 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 | $765K | Sell |
2,409
-10
| -0.4% | -$3.18K | 1.07% | 28 |
|
|
2025
Q1 | $627K | Buy |
2,419
+30
| +1% | +$7.78K | 0.52% | 47 |
|
|
2024
Q4 | $965K | Sell |
2,389
-360
| -13% | -$145K | 0.8% | 31 |
|
|
2024
Q3 | $719K | Sell |
2,749
-23
| -0.8% | -$6.02K | 0.57% | 39 |
|
|
2024
Q2 | $549K | Sell |
2,772
-94
| -3% | -$18.6K | 0.56% | 46 |
|
|
2024
Q1 | $504K | Sell |
2,866
-2,096
| -42% | -$368K | 0.55% | 46 |
|
|
2023
Q4 | $1.23M | Buy |
+4,962
| New | +$1.23M | 1.05% | 16 |
|