Keudell/Morrison Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
1,146
+170
| +17% | +$54K | 0.08% | 152 |
|
|
2025
Q1 | $253K | Buy |
976
+156
| +19% | +$40.4K | 0.06% | 184 |
|
|
2024
Q4 | $331K | Buy |
+820
| New | +$331K | 0.09% | 149 |
|
|
2022
Q2 | – | Sell |
-639
| Closed | -$230K | – | 184 |
|
|
2022
Q1 | $230K | Hold |
639
| – | – | 0.1% | 162 |
|
|
2021
Q4 | $225K | Buy |
639
+561
| +719% | +$198K | 0.09% | 171 |
|
|
2021
Q3 | $20K | Buy |
+78
| New | +$20K | 0.01% | 174 |
|
|
2020
Q2 | – | Sell |
-15,000
| Closed | -$265K | – | 150 |
|
|
2020
Q1 | $265K | Buy |
+15,000
| New | +$265K | 0.26% | 109 |
|