Congress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
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|
2025
Q1 | $7.39M | Buy |
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|
2024
Q4 | $3.47M | Sell |
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|
2024
Q3 | $2.46M | Buy |
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.62M | Sell |
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|
2023
Q4 | $16.9M | Buy |
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|
2023
Q3 | $15.4M | Buy |
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|
2023
Q2 | $15.6M | Sell |
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|
2023
Q1 | $12.4M | Buy |
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|
2022
Q4 | $954K | Buy |
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|
2022
Q3 | $1.62M | Sell |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $3.62M | Buy |
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|
2021
Q4 | – | Hold |
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