Richard W. Paul & Associates’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.22K Hold
7
﹤0.01% 294
2025
Q1
$1.81K Sell
7
-3,422
-100% -$887K ﹤0.01% 294
2024
Q4
$1.38M Sell
3,429
-30
-0.9% -$12.1K 0.5% 48
2024
Q3
$905K Sell
3,459
-1
-0% -$262 0.33% 91
2024
Q2
$685K Sell
3,460
-45
-1% -$8.9K 0.26% 101
2024
Q1
$616K Sell
3,505
-102
-3% -$17.9K 0.25% 103
2023
Q4
$896K Sell
3,607
-26
-0.7% -$6.46K 0.38% 72
2023
Q3
$909K Sell
3,633
-30
-0.8% -$7.51K 0.42% 67
2023
Q2
$959K Sell
3,663
-400
-10% -$105K 0.42% 69
2023
Q1
$843K Sell
4,063
-212
-5% -$44K 0.39% 71
2022
Q4
$527K Buy
+4,275
New +$527K 0.27% 97