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Swisher Financial Concepts’s Tesla TSLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$720K Buy
2,265
+109
+5% +$34.6K 0.46% 42
2025
Q1
$559K Buy
2,156
+863
+67% +$224K 0.46% 38
2024
Q4
$522K Sell
1,293
-3,155
-71% -$1.27M 0.61% 30
2024
Q3
$1.06M Buy
4,448
+2,199
+98% +$523K 0.67% 25
2024
Q2
$520K Sell
2,249
-21
-0.9% -$4.86K 0.53% 33
2024
Q1
$391K Buy
2,270
+149
+7% +$25.7K 0.34% 47
2023
Q4
$466K Buy
+2,121
New +$466K 0.45% 37