West Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $593K | Hold |
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|
2025
Q2 | $423K | Buy |
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|
2025
Q1 | $330K | Hold |
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|
2024
Q4 | $515K | Buy |
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|
2024
Q3 | $58.9K | Hold |
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|
2024
Q2 | $44.5K | Sell |
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|
2024
Q1 | $66.4K | Hold |
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|
2023
Q4 | $93.9K | Hold |
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|
2023
Q3 | $94.6K | Hold |
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|
2023
Q2 | $99K | Sell |
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|
2023
Q1 | $121K | Buy |
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|
2022
Q4 | $46.6K | Hold |
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|
2022
Q3 | $100K | Hold |
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|
2022
Q2 | $85K | Hold |
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|
2022
Q1 | $136K | Hold |
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|
2021
Q4 | $133K | Hold |
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|
2021
Q3 | $98K | Hold |
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|
2021
Q2 | $86K | Buy |
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|
2021
Q1 | $34K | Hold |
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|
2020
Q4 | $36K | Buy |
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