Vestia Personal 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
$840K Sell
2,645
-232
-8% -$73.7K 0.58% 33
2025
Q1
$745K Buy
2,877
+143
+5% +$37.1K 0.59% 31
2024
Q4
$1.1M Buy
2,734
+1,458
+114% +$589K 0.91% 22
2024
Q3
$334K Buy
1,276
+17
+1% +$4.45K 0.31% 48
2024
Q2
$249K Buy
+1,259
New +$249K 0.27% 61