Charles Schwab 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
2024
Q2
Sell
2024
Q1
$955K Buy
2023
Q4
$1.07M Buy
2023
Q3
$1.05M Buy
2023
Q2
$1.1M Sell
2023
Q1
$1.09M Buy
2022
Q4
$484K Sell
2022
Q3
$1.05M Sell
2022
Q2
$904K Buy
2022
Q1
$1.39M Buy
2021
Q4
$1.25M Sell
2021
Q3
$934K Sell
2021
Q2
$880K Buy
2021
Q1
$840K Sell
2020
Q4
$951K Buy
2020
Q3
$422K Buy
2020
Q2
$202K Buy