Wiser Advisor 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 | $402K | Buy |
1,267
+30
| +2% | +$9.53K | 0.7% | 34 |
|
2025
Q1 | $321K | Buy |
1,237
+26
| +2% | +$6.74K | 0.47% | 41 |
|
2024
Q4 | $489K | Sell |
1,211
-23
| -2% | -$9.29K | 0.71% | 32 |
|
2024
Q3 | $323K | Sell |
1,234
-150
| -11% | -$39.2K | 0.48% | 38 |
|
2024
Q2 | $274K | Buy |
1,384
+14
| +1% | +$2.77K | 0.43% | 42 |
|
2024
Q1 | $241K | Buy |
1,370
+405
| +42% | +$71.2K | 0.38% | 46 |
|
2023
Q4 | $240K | Buy |
+965
| New | +$240K | 0.4% | 44 |
|