Waterford 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 | $229K | Buy |
+2,702
| New | +$229K | 0.08% | 51 |
|
|
2025
Q1 | – | Sell |
-688
| Closed | -$278K | – | 54 |
|
|
2024
Q4 | $278K | Buy |
+688
| New | +$278K | 0.14% | 39 |
|
|
2023
Q2 | – | Sell |
-1,086
| Closed | -$225K | – | 54 |
|
|
2023
Q1 | $225K | Buy |
+1,086
| New | +$225K | 0.12% | 48 |
|