SS&H Financial 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 | $451K | Hold |
1,420
| – | – | 0.15% | 93 |
|
|
2025
Q1 | $368K | Hold |
1,420
| – | – | 0.14% | 101 |
|
|
2024
Q4 | $574K | Hold |
1,420
| – | – | 0.21% | 85 |
|
|
2024
Q3 | $372K | Hold |
1,420
| – | – | 0.14% | 109 |
|
|
2024
Q2 | $281K | Sell |
1,420
-600
| -30% | -$119K | 0.11% | 111 |
|
|
2024
Q1 | $355K | Hold |
2,020
| – | – | 0.15% | 102 |
|
|
2023
Q4 | $502K | Sell |
2,020
-200
| -9% | -$49.7K | 0.21% | 87 |
|
|
2023
Q3 | $555K | Buy |
+2,220
| New | +$555K | 0.26% | 81 |
|
|
2023
Q1 | $461K | Buy |
2,220
+250
| +13% | +$51.9K | 0.21% | 91 |
|
|
2022
Q4 | $243K | Buy |
1,970
+500
| +34% | +$61.6K | 0.12% | 109 |
|
|
2022
Q3 | $390K | Hold |
1,470
| – | – | 0.2% | 93 |
|
|
2022
Q2 | $330K | Buy |
1,470
+600
| +69% | +$135K | 0.15% | 101 |
|
|
2022
Q1 | $313K | Buy |
+870
| New | +$313K | 0.12% | 116 |
|