Tanglewood Legacy 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 | $364K | Hold |
1,145
| – | – | 0.15% | 74 |
|
|
2025
Q1 | $297K | Sell |
1,145
-200
| -15% | -$51.8K | 0.13% | 79 |
|
|
2024
Q4 | $543K | Hold |
1,345
| – | – | 0.23% | 57 |
|
|
2024
Q3 | $352K | Hold |
1,345
| – | – | 0.16% | 67 |
|
|
2024
Q2 | $266K | Hold |
1,345
| – | – | 0.13% | 73 |
|
|
2024
Q1 | $236K | Buy |
1,345
+75
| +6% | +$13.2K | 0.12% | 77 |
|
|
2023
Q4 | $316K | Hold |
1,270
| – | – | 0.17% | 66 |
|
|
2023
Q3 | $318K | Hold |
1,270
| – | – | 0.19% | 63 |
|
|
2023
Q2 | $332K | Sell |
1,270
-400
| -24% | -$105K | 0.19% | 61 |
|
|
2023
Q1 | $346K | Buy |
1,670
+448
| +37% | +$92.9K | 0.22% | 53 |
|
|
2022
Q4 | $151K | Buy |
+1,222
| New | +$151K | 0.11% | 71 |
|