Valued Wealth 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 | $127K | Buy |
400
+21
| +6% | +$6.67K | 0.07% | 51 |
|
2025
Q1 | $98.2K | Buy |
379
+51
| +16% | +$13.2K | 0.06% | 62 |
|
2024
Q4 | $132K | Sell |
328
-80
| -20% | -$32.3K | 0.08% | 49 |
|
2024
Q3 | $107K | Buy |
408
+52
| +15% | +$13.6K | 0.07% | 48 |
|
2024
Q2 | $70.4K | Buy |
356
+93
| +35% | +$18.4K | 0.05% | 57 |
|
2024
Q1 | $46.2K | Sell |
263
-136
| -34% | -$23.9K | 0.03% | 71 |
|
2023
Q4 | $99.8K | Buy |
+399
| New | +$99.8K | 0.09% | 34 |
|