Worth 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
$544K Buy
1,712
+251
+17% +$79.7K 0.33% 75
2025
Q1
$379K Buy
1,461
+546
+60% +$142K 0.24% 101
2024
Q4
$370K Sell
915
-105
-10% -$42.4K 0.23% 96
2024
Q3
$267K Buy
+1,020
New +$267K 0.16% 138