Richards, Merrill & Peterson’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$517K Buy
1,628
+12
+0.7% +$3.81K 0.25% 103
2025
Q1
$419K Sell
1,616
-286
-15% -$74.1K 0.22% 101
2024
Q4
$768K Buy
+1,902
New +$768K 0.4% 66