UP Strategic Wealth Investment 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	$1.26M	Buy	3,969 +797	+25%	+$253K	0.98%	17
2025 Q1	$822K	Buy	3,172 +362	+13%	+$93.8K	0.73%	25
2024 Q4	$1.13M	Buy	2,810 +272	+11%	+$110K	1.13%	15
2024 Q3	$664K	Buy	+2,538	New	+$664K	0.74%	26