Sherrill & Hutchins Financial Advisory’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Sell |
1,515
-2
| -0.1% | -$635 | 0.37% | 10 |
|
|
2025
Q1 | $393K | Hold |
1,517
| – | – | 0.34% | 10 |
|
|
2024
Q4 | $613K | Sell |
1,517
-1,541
| -50% | -$622K | 0.54% | 7 |
|
|
2024
Q3 | $800K | Buy |
3,058
+43
| +1% | +$11.3K | 0.69% | 5 |
|
|
2024
Q2 | $597K | Hold |
3,015
| – | – | 0.54% | 7 |
|
|
2024
Q1 | $530K | Hold |
3,015
| – | – | 0.48% | 7 |
|
|
2023
Q4 | $749K | Buy |
+3,015
| New | +$749K | 0.7% | 5 |
|