KWB 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 | $423K | Sell |
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|
2025
Q2 | $358K | Buy |
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|
2025
Q1 | $544K | Hold |
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|
2024
Q4 | $353K | Hold |
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $335K | Hold |
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|
2023
Q3 | $353K | Hold |
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|
2023
Q2 | $353K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $386K | Sell |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $601K | Hold |
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|
2021
Q4 | $601K | Sell |
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|
2021
Q3 | $455K | Buy |
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $332K | Sell |
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|
2020
Q4 | $414K | Buy |
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