Pathway 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 | $362K | Buy |
1,141
+50
| +5% | +$15.9K | 0.05% | 100 |
|
|
2025
Q1 | $283K | Sell |
1,091
-56
| -5% | -$14.5K | 0.05% | 134 |
|
|
2024
Q4 | $463K | Sell |
1,147
-55
| -5% | -$22.2K | 0.11% | 98 |
|
|
2024
Q3 | $315K | Sell |
1,202
-675
| -36% | -$177K | 0.08% | 117 |
|
|
2024
Q2 | $371K | Sell |
1,877
-40
| -2% | -$7.92K | 0.1% | 105 |
|
|
2024
Q1 | $337K | Sell |
1,917
-104
| -5% | -$18.3K | 0.09% | 115 |
|
|
2023
Q4 | $502K | Buy |
2,021
+874
| +76% | +$217K | 0.15% | 81 |
|
|
2023
Q3 | $287K | Buy |
+1,147
| New | +$287K | 0.1% | 107 |
|
|
2018
Q3 | – | Sell |
-135
| Closed | -$3K | – | 356 |
|
|
2018
Q2 | $3K | Hold |
135
| – | – | ﹤0.01% | 394 |
|
|
2018
Q1 | $2K | Hold |
135
| – | – | ﹤0.01% | 420 |
|
|
2017
Q4 | $3K | Buy |
+135
| New | +$3K | ﹤0.01% | 423 |
|