Values First Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-74
| Closed | -$29.9K | – | 230 |
|
|
2024
Q4 | $29.9K | Buy |
74
+12
| +19% | +$4.85K | 0.02% | 205 |
|
|
2024
Q3 | $16.2K | Buy |
+62
| New | +$16.2K | 0.01% | 264 |
|
|
2022
Q2 | – | Sell |
-741
| Closed | -$266K | – | 171 |
|
|
2022
Q1 | $266K | Hold |
741
| – | – | 0.17% | 134 |
|
|
2021
Q4 | $261K | Sell |
741
-78
| -10% | -$27.5K | 0.15% | 138 |
|
|
2021
Q3 | $212K | Buy |
+819
| New | +$212K | 0.14% | 135 |
|