Cohen Investment Advisors’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
$531K Sell
2025
Q2
$397K Sell
2025
Q1
$376K Hold
2024
Q4
$585K Hold
2024
Q3
$379K Sell
2024
Q2
$374K Buy
2024
Q1
$255K Hold
2023
Q4
$360K Sell
2023
Q3
$374K Sell
2023
Q2
$598K Hold
2023
Q1
$474K Hold
2022
Q4
$281K Hold
2022
Q3
$606K Hold
2022
Q2
$512K Buy
2022
Q1
$814K Hold
2021
Q4
$798K Buy
2021
Q3
$584K Hold
2021
Q2
$512K Buy
2021
Q1
$461K Buy
2020
Q4
$464K Buy