Valley Forge Investment Consultants’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Buy |
+606
| New | +$193K | 0.06% | 82 |
|
|
2025
Q1 | – | Sell |
-606
| Closed | -$245K | – | 89 |
|
|
2024
Q4 | $245K | Sell |
606
-45
| -7% | -$18.2K | 0.08% | 69 |
|
|
2024
Q3 | $170K | Buy |
+651
| New | +$170K | 0.06% | 72 |
|
|
2022
Q4 | – | Sell |
-672
| Closed | -$178K | – | 85 |
|
|
2022
Q3 | $178K | Buy |
+672
| New | +$178K | 0.1% | 69 |
|
|
2022
Q2 | – | Sell |
-633
| Closed | -$227K | – | 89 |
|
|
2022
Q1 | $227K | Buy |
633
+18
| +3% | +$6.46K | 0.09% | 68 |
|
|
2021
Q4 | $217K | Buy |
+615
| New | +$217K | 0.1% | 66 |
|