Vishria Bird Financial Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$918K Hold
2,890
0.31% 35
2025
Q1
$749K Buy
2,890
+103
+4% +$26.7K 0.25% 42
2024
Q4
$1.13M Hold
2,787
0.39% 33
2024
Q3
$729K Buy
2,787
+16
+0.6% +$4.19K 0.28% 40
2024
Q2
$548K Buy
2,771
+39
+1% +$7.71K 0.23% 42
2024
Q1
$480K Buy
2,732
+71
+3% +$12.5K 0.21% 46
2023
Q4
$661K Sell
2,661
-12
-0.4% -$2.98K 0.31% 34
2023
Q3
$669K Buy
2,673
+9
+0.3% +$2.25K 0.38% 30
2023
Q2
$697K Hold
2,664
0.41% 28
2023
Q1
$553K Hold
2,664
0.35% 32
2022
Q4
$328K Buy
2,664
+447
+20% +$55K 0.23% 43
2022
Q3
$588K Sell
2,217
-3
-0.1% -$796 0.4% 30
2022
Q2
$498K Buy
2,220
+231
+12% +$51.8K 0.33% 32
2022
Q1
$714K Sell
1,989
-240
-11% -$86.2K 0.39% 29
2021
Q4
$774K Buy
2,229
+606
+37% +$210K 0.36% 32
2021
Q3
$420K Buy
1,623
+396
+32% +$102K 0.22% 44
2021
Q2
$278K Sell
1,227
-285
-19% -$64.6K 0.14% 52
2021
Q1
$337K Buy
1,512
+300
+25% +$66.9K 0.19% 41
2020
Q4
$285K Buy
+1,212
New +$285K 0.16% 44