Levy Wealth Management Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$1.3M Buy
2024
Q1
$1.51M Hold
2023
Q4
$1.51M Buy
2023
Q3
$1.42M Sell
2023
Q2
$2.4M Sell
2023
Q1
$2.29M Buy
2022
Q4
$1.2M Buy
2022
Q3
$2.31M Buy
2022
Q2
$1.89M Buy
2022
Q1
$2.48M Sell
2021
Q4
$2.82M Buy
2021
Q3
$1.39M Buy
2021
Q2
$1.18M Buy
2021
Q1
$897K Buy
2020
Q4
$501K Buy