Keudell/Morrison Wealth Management’s Tesla TSLA Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$364K	Buy
2025 Q1	$253K	Buy
2024 Q4	$331K	Buy
2022 Q2	–	Sell
2022 Q1	$230K	Hold
2021 Q4	$225K	Buy
2021 Q3	$20K	Buy
2020 Q2	–	Sell
2020 Q1	$265K	Buy