LWM Advisory Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
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|
2025
Q1 | $323K | Buy |
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|
2024
Q4 | $406K | Sell |
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|
2024
Q3 | $458K | Buy |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $302K | Hold |
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|
2023
Q4 | $427K | Buy |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $347K | Buy |
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|
2023
Q1 | $254K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $854K | Buy |
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|
2022
Q2 | $675K | Buy |
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|
2022
Q1 | $968K | Buy |
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|
2021
Q4 | $833K | Buy |
|