Institute for 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 | $8.53M | Sell |
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|
2025
Q1 | $7.03M | Sell |
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|
2024
Q4 | $11M | Sell |
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|
2024
Q3 | $7.25M | Sell |
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|
2024
Q2 | $5.69M | Buy |
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|
2024
Q1 | $4.32M | Buy |
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|
2023
Q4 | $5.92M | Sell |
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|
2023
Q3 | $6.04M | Sell |
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|
2023
Q2 | $6.6M | Buy |
|
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|
2023
Q1 | $4.9M | Sell |
|
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|
2022
Q4 | $2.92M | Sell |
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|
2022
Q3 | $6.61M | Sell |
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|
2022
Q2 | $5.62M | Sell |
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|
2022
Q1 | $9.16M | Sell |
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|
2021
Q4 | $9.21M | Sell |
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|
2021
Q3 | $6.78M | Buy |
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|
2021
Q2 | $5.92M | Sell |
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|
2021
Q1 | $5.86M | Sell |
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|
2020
Q4 | $6.21M | Sell |
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|
2020
Q3 | $3.81M | Sell |
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|
2020
Q2 | $2.12M | Buy |
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|
2020
Q1 | $922K | Sell |
|
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|
2019
Q4 | $763K | Sell |
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|
2019
Q3 | $475K | Sell |
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|
2019
Q2 | $441K | Sell |
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|
2019
Q1 | $786K | Sell |
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|
2018
Q4 | $961K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $879K | Buy |
|
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $906K | Buy |
|