Marks Group 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
$661K Buy
2025
Q2
$456K Buy
2025
Q1
$336K Buy
2024
Q4
$519K Buy
2024
Q3
$334K Sell
2024
Q2
$1.57M Sell
2024
Q1
$1.4M Sell
2023
Q4
$1.99M Sell
2023
Q3
$2.09M Buy
2023
Q2
$2.09M Sell
2023
Q1
$1.97M Hold
2022
Q4
$1.17M Sell
2022
Q3
$3.21M Sell
2022
Q2
$2.79M Buy
2022
Q1
$4.45M Buy
2021
Q4
$3.91M Buy