Principia Wealth Advisory’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.9K Buy
239
+63
+36% +$20K 0.06% 95
2025
Q1
$47.9K Buy
176
+94
+115% +$25.6K 0.05% 86
2024
Q4
$33.1K Buy
+82
New +$33.1K 0.03% 93