Caliber Wealth Management (Utah)’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$471K Buy
2023
Q4
$618K Sell
2023
Q3
$624K Buy
2023
Q2
$650K Buy
2023
Q1
$484K Sell
2022
Q4
$369K Buy
2022
Q3
$429K Sell
2022
Q2
$518K Sell
2022
Q1
$2.63M Buy
2021
Q4
$2.49M Sell
2021
Q3
$2.59M Sell
2021
Q2
$2.26M Sell
2021
Q1
$2.89M Buy
2020
Q4
$1.99M Buy