Cary Street Partners Investment Advisory’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
2025
Q1
$737K Buy
2024
Q4
$1M Sell
2024
Q3
$2.32M Sell
2024
Q2
$2.72M Buy
2024
Q1
$2.29M Buy
2023
Q4
$2.87M Buy
2023
Q3
$1.94M Buy
2023
Q2
$1.62M Buy
2023
Q1
$384K Sell
2022
Q4
$237K Sell
2022
Q3
$671K Buy
2022
Q2
$383K Buy
2021
Q1
Sell
2020
Q4
$455K Buy
2020
Q3
$224K Buy