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Whipplewood Advisors’s Tesla TSLA Stock Holding History

Whipplewood Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.48M Buy
10,966
+9
+0.1% +$2.86K 1.91% 9
2025
Q1 		$2.83M Sell
10,957
-1,103
-9% -$285K 1.67% 14
2024
Q4 		$4.87M Buy
+12,060
New +$4.87M 2.77% 2