GoalVest Advisory’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 | $6.74M | Buy |
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2025
Q2 | $4.8M | Buy |
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2025
Q1 | $3.87M | Buy |
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|
2024
Q4 | $4.11M | Buy |
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|
2024
Q3 | $2.05M | Hold |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $27.1K | Sell |
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|
2023
Q3 | $50.3K | Buy |
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|
2023
Q2 | $30.6K | Hold |
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|
2023
Q1 | $24.3K | Sell |
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|
2022
Q4 | $49.9K | Buy |
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|
2022
Q3 | $84K | Hold |
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|
2022
Q2 | $73K | Buy |
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|
2022
Q1 | $100K | Buy |
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|
2021
Q2 | $34K | Hold |
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|
2021
Q1 | $33K | Hold |
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|
2020
Q4 | $35K | Buy |
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