Intergy Private Wealth’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
$1.32M Buy
2025
Q2
$936K Buy
2025
Q1
$667K Buy
2024
Q4
$830K Buy
2024
Q3
$462K Buy
2024
Q2
$302K Buy
2024
Q1
$246K Buy
2023
Q4
$305K Sell
2023
Q3
$325K Buy
2023
Q2
$280K Buy
2023
Q1
$213K Buy
2022
Q2
Sell
2022
Q1
$379K Buy
2021
Q4
$351K Buy