Lyell Wealth Management’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 | $1.78M | Sell |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.88M | Sell |
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|
2024
Q3 | $1.49M | Sell |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $1.88M | Sell |
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|
2023
Q2 | $2.14M | Buy |
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|
2023
Q1 | $1.69M | Sell |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $2.32M | Buy |
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|
2022
Q2 | $1.95M | Sell |
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|
2022
Q1 | $3.13M | Buy |
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|
2021
Q4 | $2.94M | Sell |
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|
2021
Q3 | $2.23M | Hold |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $1.94M | Buy |
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|
2020
Q4 | $2.05M | Buy |
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|
2020
Q3 | $1.23M | Hold |
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|
2020
Q2 | $617K | Sell |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $238K | Buy |
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