Rooted 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 | $967K | Buy |
3,086
+420
| +16% | +$132K | 0.33% | 45 |
|
|
2025
Q1 | $638K | Buy |
2,666
+183
| +7% | +$43.8K | 0.28% | 50 |
|
|
2024
Q4 | $979K | Sell |
2,483
-89
| -3% | -$35.1K | 0.38% | 43 |
|
|
2024
Q3 | $619K | Sell |
2,572
-70
| -3% | -$16.8K | 0.28% | 48 |
|
|
2024
Q2 | $658K | Buy |
2,642
+162
| +7% | +$40.3K | 0.29% | 50 |
|
|
2024
Q1 | $413K | Sell |
2,480
-496
| -17% | -$82.6K | 0.2% | 57 |
|
|
2023
Q4 | $551K | Buy |
2,976
+1,031
| +53% | +$191K | 0.29% | 52 |
|
|
2023
Q3 | $456K | Buy |
1,945
+333
| +21% | +$78.1K | 0.28% | 51 |
|
|
2023
Q2 | $455K | Buy |
1,612
+224
| +16% | +$63.2K | 0.31% | 46 |
|
|
2023
Q1 | $257K | Sell |
1,388
-417
| -23% | -$77.2K | 0.19% | 65 |
|
|
2022
Q4 | $222K | Buy |
+1,805
| New | +$222K | 0.19% | 66 |
|