Quantum 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 | $395K | Hold |
1,244
| – | – | 0.05% | 105 |
|
|
2025
Q1 | $322K | Sell |
1,244
-420
| -25% | -$109K | 0.05% | 115 |
|
|
2024
Q4 | $672K | Sell |
1,664
-49
| -3% | -$19.8K | 0.1% | 75 |
|
|
2024
Q3 | $448K | Sell |
1,713
-35
| -2% | -$9.16K | 0.07% | 97 |
|
|
2024
Q2 | $346K | Buy |
1,748
+6
| +0.3% | +$1.19K | 0.06% | 106 |
|
|
2024
Q1 | $306K | Sell |
1,742
-25
| -1% | -$4.4K | 0.06% | 113 |
|
|
2023
Q4 | $439K | Sell |
1,767
-91
| -5% | -$22.6K | 0.11% | 56 |
|
|
2023
Q3 | $465K | Buy |
1,858
+12
| +0.7% | +$3K | 0.14% | 57 |
|
|
2023
Q2 | $483K | Sell |
1,846
-162
| -8% | -$42.4K | 0.14% | 48 |
|
|
2023
Q1 | $417K | Buy |
2,008
+5
| +0.2% | +$1.04K | 0.13% | 48 |
|
|
2022
Q4 | $247K | Sell |
2,003
-88
| -4% | -$10.8K | 0.11% | 68 |
|
|
2022
Q3 | $555K | Buy |
2,091
+153
| +8% | +$40.6K | 0.25% | 29 |
|
|
2022
Q2 | $571K | Buy |
+1,938
| New | +$571K | 0.21% | 32 |
|