JGP 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
Q3 | $1.69M | Buy |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $868K | Sell |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $756K | Sell |
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|
2024
Q1 | $754K | Buy |
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|
2023
Q4 | $976K | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $911K | Sell |
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|
2023
Q1 | $723K | Buy |
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|
2022
Q4 | $395K | Sell |
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|
2022
Q3 | $782K | Buy |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $286K | Sell |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $380K | Buy |
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