Integrated Wealth Concepts’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 | $36.7M | Buy |
|
|||||
|
2025
Q1 | $28.1M | Buy |
|
|||||
|
2024
Q4 | $41.4M | Buy |
|
|||||
|
2024
Q3 | $23.6M | Buy |
|
|||||
|
2024
Q2 | $16.3M | Buy |
|
|||||
|
2024
Q1 | $14.5M | Buy |
|
|||||
|
2023
Q4 | $18.1M | Sell |
|
|||||
|
2023
Q3 | $19.7M | Sell |
|
|||||
|
2023
Q2 | $21.3M | Buy |
|
|||||
|
2023
Q1 | $14.4M | Buy |
|
|||||
|
2022
Q4 | $6.51M | Buy |
|
|||||
|
2022
Q3 | $12.9M | Buy |
|
|||||
|
2022
Q2 | $9.74M | Buy |
|
|||||
|
2022
Q1 | $14.8M | Buy |
|
|||||
|
2021
Q4 | $14M | Buy |
|
|||||
|
2021
Q3 | $9.71M | Sell |
|
|||||
|
2021
Q2 | $8.61M | Buy |
|
|||||
|
2021
Q1 | $8.15M | Buy |
|
|||||
|
2020
Q4 | $6.89M | Buy |
|
|||||
|
2020
Q3 | $4.13M | Buy |
|
|||||
|
2020
Q2 | $1.74M | Sell |
|
|||||
|
2020
Q1 | $905K | Sell |
|
|||||
|
2019
Q4 | $769K | Sell |
|
|||||
|
2019
Q3 | $762K | Buy |
|
|||||
|
2019
Q2 | $593K | Buy |
|
|||||
|
2019
Q1 | $320K | Buy |
|
|||||
|
2018
Q4 | $241K | Sell |
|
|||||
|
2018
Q3 | $236K | Buy |
|
|||||
|
2018
Q2 | $251K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $286K | Buy |
|