Strata 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 | $582K | Buy |
1,831
+485
| +36% | +$154K | 0.16% | 48 |
|
2025
Q1 | $349K | Sell |
1,346
-1,538
| -53% | -$399K | 0.11% | 56 |
|
2024
Q4 | $1.16M | Buy |
2,884
+351
| +14% | +$142K | 0.37% | 32 |
|
2024
Q3 | $663K | Buy |
2,533
+253
| +11% | +$66.2K | 0.21% | 43 |
|
2024
Q2 | $451K | Buy |
2,280
+193
| +9% | +$38.2K | 0.16% | 48 |
|
2024
Q1 | $367K | Sell |
2,087
-292
| -12% | -$51.3K | 0.13% | 54 |
|
2023
Q4 | $591K | Buy |
2,379
+231
| +11% | +$57.4K | 0.23% | 42 |
|
2023
Q3 | $537K | Buy |
+2,148
| New | +$537K | 0.26% | 29 |
|
2023
Q1 | $390K | Buy |
+1,879
| New | +$390K | 0.2% | 37 |
|