GeoWealth 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
Q3 | $4.24M | Sell |
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|
2025
Q2 | $3.08M | Buy |
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|
2025
Q1 | $2.34M | Sell |
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|
2024
Q4 | $5.08M | Buy |
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|
2024
Q3 | $3.1M | Buy |
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|
2024
Q2 | $2.25M | Buy |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $65K | Sell |
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|
2023
Q2 | $70K | Sell |
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|
2023
Q1 | $82K | Sell |
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|
2022
Q4 | $183K | Sell |
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|
2022
Q3 | $469K | Sell |
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|
2022
Q2 | $503K | Buy |
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|
2022
Q1 | $785K | Sell |
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|
2021
Q4 | $1.54M | Sell |
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|
2021
Q3 | $1.33M | Buy |
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