Annex Advisory Services’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
$1.39M Sell
2025
Q2
$1,000K Buy
2025
Q1
$812K Sell
2024
Q4
$1.46M Sell
2024
Q3
$1.11M Sell
2024
Q2
$849K Sell
2024
Q1
$776K Sell
2023
Q4
$1.35M Buy
2023
Q3
$1.19M Buy
2023
Q2
$1.23M Buy
2023
Q1
$971K Sell
2022
Q4
$591K Sell
2022
Q3
$1.31M Sell
2022
Q2
$1.15M Buy
2022
Q1
$1.54M Buy
2021
Q4
$1.21M Buy
2021
Q3
$852K Sell
2021
Q2
$768K Buy
2021
Q1
$629K Sell
2020
Q4
$893K Buy
2020
Q3
$506K Sell
2020
Q2
$373K Sell
2020
Q1
$254K Buy