TPG 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
$633K Buy
1,994
+144
+8% +$45.7K 0.25% 42
2025
Q1
$479K Sell
1,850
-14
-0.8% -$3.63K 0.21% 44
2024
Q4
$753K Buy
1,864
+893
+92% +$361K 0.33% 35
2024
Q3
$254K Buy
+971
New +$254K 0.11% 59