Novak & Powell Financial Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
1,654
+5
| +0.3% | +$1.59K | 0.36% | 64 |
|
|
2025
Q1 | $427K | Sell |
1,649
-269
| -14% | -$69.7K | 0.27% | 85 |
|
|
2024
Q4 | $775K | Hold |
1,918
| – | – | 0.46% | 51 |
|
|
2024
Q3 | $502K | Hold |
1,918
| – | – | 0.29% | 83 |
|
|
2024
Q2 | $380K | Sell |
1,918
-257
| -12% | -$50.9K | 0.24% | 91 |
|
|
2024
Q1 | $382K | Sell |
2,175
-110
| -5% | -$19.3K | 0.29% | 79 |
|
|
2023
Q4 | $568K | Buy |
+2,285
| New | +$568K | 0.38% | 64 |
|