Shira Ridge Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
973
+18
+2% +$5.72K 0.14% 62
2025
Q1
$247K Sell
955
-1
-0.1% -$259 0.12% 65
2024
Q4
$386K Buy
956
+101
+12% +$40.8K 0.19% 57
2024
Q3
$224K Buy
+855
New +$224K 0.11% 73