Philip James Wealth Mangement’s Tesla TSLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.61M	Buy	8,217 +415	+5%	+$132K	0.33%	59
2025 Q1	$2.02M	Buy	7,802 +412	+6%	+$107K	0.25%	59
2024 Q4	$2.98M	Sell	7,390 -250	-3%	-$101K	0.39%	54
2024 Q3	$2M	Buy	+7,640	New	+$2M	0.25%	57