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