Wealthstream 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
$904K Buy
2,847
+419
+17% +$133K 0.15% 57
2025
Q1
$629K Sell
2,428
-256
-10% -$66.3K 0.12% 66
2024
Q4
$1.08M Buy
2,684
+114
+4% +$46K 0.2% 42
2024
Q3
$672K Buy
2,570
+153
+6% +$40K 0.12% 60
2024
Q2
$478K Buy
2,417
+99
+4% +$19.6K 0.18% 73
2024
Q1
$407K Sell
2,318
-236
-9% -$41.5K 0.15% 79
2023
Q4
$635K Buy
2,554
+47
+2% +$11.7K 0.26% 55
2023
Q3
$627K Buy
2,507
+2
+0.1% +$500 0.32% 45
2023
Q2
$656K Buy
2,505
+275
+12% +$72K 0.34% 42
2023
Q1
$463K Buy
2,230
+476
+27% +$98.8K 0.28% 45
2022
Q4
$216K Sell
1,754
-271
-13% -$33.4K 0.14% 66
2022
Q3
$537K Buy
2,025
+588
+41% +$156K 0.58% 30
2022
Q2
$323K Sell
1,437
-99
-6% -$22.3K 0.33% 44
2022
Q1
$552K Buy
1,536
+66
+4% +$23.7K 0.48% 32
2021
Q4
$518K Buy
+1,470
New +$518K 0.44% 34