Wallace Advisory 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
$410K Buy
1,582
+108
+7% +$28K 0.3% 102
2025
Q1
$595K Buy
1,474
+229
+18% +$92.5K 0.41% 65
2024
Q4
$326K Buy
+1,245
New +$326K 0.23% 127