West Financial 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 | $423K | Buy |
1,333
+58
| +5% | +$18.4K | 0.07% | 49 |
|
|
2025
Q1 | $330K | Hold |
1,275
| – | – | 0.06% | 47 |
|
|
2024
Q4 | $515K | Buy |
1,275
+1,050
| +467% | +$424K | 0.1% | 43 |
|
|
2024
Q3 | $58.9K | Hold |
225
| – | – | 0.01% | 83 |
|
|
2024
Q2 | $44.5K | Sell |
225
-153
| -40% | -$30.3K | 0.01% | 83 |
|
|
2024
Q1 | $66.4K | Hold |
378
| – | – | 0.01% | 72 |
|
|
2023
Q4 | $93.9K | Hold |
378
| – | – | 0.02% | 68 |
|
|
2023
Q3 | $94.6K | Hold |
378
| – | – | 0.02% | 66 |
|
|
2023
Q2 | $99K | Sell |
378
-207
| -35% | -$54.2K | 0.02% | 63 |
|
|
2023
Q1 | $121K | Buy |
585
+207
| +55% | +$42.9K | 0.03% | 65 |
|
|
2022
Q4 | $46.6K | Hold |
378
| – | – | 0.01% | 78 |
|
|
2022
Q3 | $100K | Hold |
378
| – | – | 0.03% | 79 |
|
|
2022
Q2 | $85K | Hold |
378
| – | – | 0.02% | 83 |
|
|
2022
Q1 | $136K | Hold |
378
| – | – | 0.04% | 70 |
|
|
2021
Q4 | $133K | Hold |
378
| – | – | 0.04% | 75 |
|
|
2021
Q3 | $98K | Hold |
378
| – | – | 0.03% | 77 |
|
|
2021
Q2 | $86K | Buy |
378
+225
| +147% | +$51.2K | 0.03% | 77 |
|
|
2021
Q1 | $34K | Hold |
153
| – | – | 0.01% | 99 |
|
|
2020
Q4 | $36K | Buy |
+153
| New | +$36K | 0.01% | 97 |
|