Encompass Wealth 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 | $704K | Sell |
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|
2025
Q2 | $519K | Sell |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $582K | Sell |
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|
2024
Q3 | $409K | Hold |
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|
2024
Q2 | $309K | Sell |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $547K | Sell |
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|
2023
Q3 | $563K | Buy |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $484K | Buy |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $583K | Sell |
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|
2022
Q2 | $502K | Buy |
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|
2022
Q1 | $677K | Buy |
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|
2021
Q4 | $283K | Sell |
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|
2021
Q3 | $865K | Hold |
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|
2021
Q2 | $758K | Hold |
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|
2021
Q1 | $751K | Buy |
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|
2020
Q4 | $711K | Buy |
|