Nvest Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
1,473
+121
| +9% | +$38.4K | 0.24% | 69 |
|
|
2025
Q1 | $350K | Buy |
1,352
+51
| +4% | +$13.2K | 0.19% | 75 |
|
|
2024
Q4 | $525K | Buy |
+1,301
| New | +$525K | 0.27% | 77 |
|
|
2024
Q2 | – | Sell |
-6,213
| Closed | -$1.09M | – | 95 |
|
|
2024
Q1 | $1.09M | Buy |
6,213
+4,790
| +337% | +$842K | 0.73% | 38 |
|
|
2023
Q4 | $354K | Buy |
1,423
+500
| +54% | +$124K | 0.28% | 57 |
|
|
2023
Q3 | $231K | Buy |
+923
| New | +$231K | 0.22% | 57 |
|
|
2022
Q2 | – | Sell |
-624
| Closed | -$224K | – | 71 |
|
|
2022
Q1 | $224K | Buy |
+624
| New | +$224K | 0.18% | 68 |
|