Rooted Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.25M | Sell |
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|
2025
Q2 | $967K | Buy |
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|
2025
Q1 | $638K | Buy |
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|
2024
Q4 | $979K | Sell |
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|
2024
Q3 | $619K | Sell |
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|
2024
Q2 | $658K | Buy |
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|
2024
Q1 | $413K | Sell |
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|
2023
Q4 | $551K | Buy |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $455K | Buy |
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|
2023
Q1 | $257K | Sell |
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|
2022
Q4 | $222K | Buy |
|