Provenance Wealth 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 | $92.8K | Sell |
292
-900
| -76% | -$286K | 0.01% | 169 |
|
|
2025
Q1 | $309K | Hold |
1,192
| – | – | 0.04% | 100 |
|
|
2024
Q4 | $481K | Hold |
1,192
| – | – | 0.06% | 91 |
|
|
2024
Q3 | $312K | Sell |
1,192
-27
| -2% | -$7.06K | 0.04% | 128 |
|
|
2024
Q2 | $241K | Sell |
1,219
-177
| -13% | -$35K | 0.03% | 127 |
|
|
2024
Q1 | $245K | Buy |
1,396
+227
| +19% | +$39.9K | 0.03% | 134 |
|
|
2023
Q4 | $290K | Buy |
1,169
+1,013
| +649% | +$252K | 0.04% | 109 |
|
|
2023
Q3 | $39K | Buy |
+156
| New | +$39K | 0.01% | 191 |
|