Leonard Rickey Investment Advisors’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 | $884K | Sell |
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|
2025
Q2 | $653K | Sell |
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|
2025
Q1 | $535K | Sell |
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|
2024
Q4 | $864K | Sell |
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|
2024
Q3 | $593K | Buy |
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|
2024
Q2 | $238K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $520K | Sell |
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|
2023
Q3 | $524K | Buy |
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|
2023
Q2 | $542K | Sell |
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|
2023
Q1 | $456K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $621K | Buy |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $899K | Buy |
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|
2021
Q4 | $727K | Buy |
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|
2021
Q3 | $513K | Buy |
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|
2021
Q2 | $427K | Sell |
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|
2021
Q1 | $448K | Buy |
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