United Advisor Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Buy |
13,917
+1,287
| +10% | +$409K | 0.76% | 29 |
|
|
2025
Q1 | $3.27M | Buy |
12,630
+193
| +2% | +$50K | 0.67% | 37 |
|
|
2024
Q4 | $5.02M | Buy |
12,437
+1,463
| +13% | +$591K | 0.99% | 23 |
|
|
2024
Q3 | $2.87M | Buy |
10,974
+2,886
| +36% | +$755K | 0.65% | 36 |
|
|
2024
Q2 | $1.6M | Sell |
8,088
-218
| -3% | -$43.1K | 0.5% | 59 |
|
|
2024
Q1 | $1.46M | Buy |
+8,306
| New | +$1.46M | 0.55% | 56 |
|