Cassady Schiller Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $321K | Buy |
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|
2024
Q3 | $158K | Buy |
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|
2024
Q2 | $106K | Hold |
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|
2024
Q1 | $94.2K | Buy |
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|
2023
Q4 | $118K | Hold |
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|
2023
Q3 | $119K | Hold |
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|
2023
Q2 | $125K | Sell |
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|
2023
Q1 | $133K | Hold |
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|
2022
Q4 | $79K | Sell |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $164K | Buy |
|