Kathleen S. Wright Associates’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 | $106K | Sell |
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|
2025
Q2 | $83.2K | Buy |
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|
2025
Q1 | $61.7K | Buy |
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|
2024
Q4 | $88K | Sell |
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|
2024
Q3 | $67.5K | Hold |
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|
2024
Q2 | $51.1K | Buy |
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|
2024
Q1 | $33.4K | Hold |
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|
2023
Q4 | $47.2K | Buy |
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|
2023
Q3 | $22.5K | Hold |
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|
2023
Q2 | $23.6K | Hold |
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|
2023
Q1 | $18.7K | Hold |
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|
2022
Q4 | $11K | Hold |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $32K | Buy |
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