Wescott Financial 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 | $611K | Buy |
1,924
+195
| +11% | +$61.9K | 0.06% | 108 |
|
|
2025
Q1 | $448K | Sell |
1,729
-745
| -30% | -$193K | 0.05% | 119 |
|
|
2024
Q4 | $999K | Buy |
2,474
+407
| +20% | +$164K | 0.1% | 83 |
|
|
2024
Q3 | $541K | Buy |
2,067
+65
| +3% | +$17K | 0.06% | 109 |
|
|
2024
Q2 | $396K | Buy |
2,002
+149
| +8% | +$29.5K | 0.05% | 124 |
|
|
2024
Q1 | $326K | Sell |
1,853
-408
| -18% | -$71.7K | 0.04% | 129 |
|
|
2023
Q4 | $562K | Buy |
2,261
+28
| +1% | +$6.96K | 0.08% | 95 |
|
|
2023
Q3 | $559K | Buy |
2,233
+97
| +5% | +$24.3K | 0.1% | 90 |
|
|
2023
Q2 | $559K | Sell |
2,136
-150
| -7% | -$39.3K | 0.1% | 95 |
|
|
2023
Q1 | $474K | Buy |
2,286
+292
| +15% | +$60.6K | 0.1% | 96 |
|
|
2022
Q4 | $246K | Sell |
1,994
-3
| -0.2% | -$370 | 0.05% | 132 |
|
|
2022
Q3 | $530K | Buy |
1,997
+497
| +33% | +$132K | 0.15% | 83 |
|
|
2022
Q2 | $337K | Hold |
1,500
| – | – | 0.09% | 102 |
|
|
2022
Q1 | $539K | Buy |
+1,500
| New | +$539K | 0.14% | 79 |
|