Verdence Capital 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
$5.16M Buy
16,255
+453
+3% +$144K 0.35% 66
2025
Q1
$4.1M Buy
15,802
+587
+4% +$152K 0.31% 78
2024
Q4
$6.14M Buy
15,215
+883
+6% +$357K 0.49% 44
2024
Q3
$3.75M Buy
14,332
+597
+4% +$156K 0.3% 82
2024
Q2
$2.72M Sell
13,735
-388
-3% -$76.8K 0.24% 106
2024
Q1
$2.48M Sell
14,123
-301
-2% -$52.9K 0.23% 120
2023
Q4
$3.58M Sell
14,424
-1,176
-8% -$292K 0.35% 70
2023
Q3
$3.9M Buy
15,600
+4,164
+36% +$1.04M 0.42% 56
2023
Q2
$2.99M Buy
11,436
+264
+2% +$69.1K 0.35% 75
2023
Q1
$2.32M Sell
11,172
-19
-0.2% -$3.94K 0.28% 94
2022
Q4
$1.38M Sell
11,191
-484
-4% -$59.6K 0.17% 135
2022
Q3
$3.1M Buy
11,675
+611
+6% +$162K 0.43% 66
2022
Q2
$2.48M Buy
11,064
+267
+2% +$59.9K 0.32% 87
2022
Q1
$3.88M Buy
10,797
+177
+2% +$63.6K 0.44% 56
2021
Q4
$3.74M Sell
10,620
-60
-0.6% -$21.1K 0.44% 59
2021
Q3
$2.76M Buy
10,680
+3
+0% +$776 0.36% 73
2021
Q2
$2.42M Buy
10,677
+615
+6% +$139K 0.34% 82
2021
Q1
$2.24M Sell
10,062
-447
-4% -$99.5K 0.38% 71
2020
Q4
$2.47M Sell
10,509
-393
-4% -$92.4K 0.47% 50
2020
Q3
$1.56M Buy
10,902
+387
+4% +$55.3K 0.36% 78
2020
Q2
$757K Buy
10,515
+810
+8% +$58.3K 0.19% 135
2020
Q1
$339K Buy
+9,705
New +$339K 0.1% 193