Vantage Financial Partners (Wisconsin)’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.14M Buy
6,732
+137
+2% +$43.5K 0.49% 37
2025
Q1
$1.71M Buy
6,595
+3,494
+113% +$906K 0.42% 36
2024
Q4
$1.25M Sell
3,101
-2,138
-41% -$863K 0.31% 52
2024
Q3
$1.37M Sell
5,239
-1,425
-21% -$373K 0.34% 43
2024
Q2
$1.32M Buy
6,664
+2,098
+46% +$415K 0.34% 37
2024
Q1
$803K Sell
4,566
-1,197
-21% -$210K 0.22% 55
2023
Q4
$1.43M Buy
5,763
+346
+6% +$86K 0.42% 34
2023
Q3
$1.36M Buy
5,417
+1,828
+51% +$457K 0.53% 25
2023
Q2
$939K Sell
3,589
-3,494
-49% -$915K 0.35% 27
2023
Q1
$1.47M Sell
7,083
-456
-6% -$94.6K 0.58% 25
2022
Q4
$929K Buy
7,539
+3,104
+70% +$382K 0.55% 17
2022
Q3
$1.18M Buy
+4,435
New +$1.18M 0.79% 16
2022
Q2
Sell
-597
Closed -$214K 64
2022
Q1
$214K Buy
+597
New +$214K 0.11% 58