Serenus 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
$689K Buy
2,169
+632
+41% +$201K 0.12% 35
2025
Q1
$398K Buy
1,537
+223
+17% +$57.8K 0.07% 41
2024
Q4
$531K Buy
+1,314
New +$531K 0.09% 34