Meritas 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
$587K Hold
2025
Q2
$419K Sell
2025
Q1
$343K Buy
2024
Q4
$533K Sell
2024
Q3
$443K Hold
2024
Q2
$335K Hold
2024
Q1
$298K Buy
2023
Q4
$280K Hold
2023
Q3
$281K Sell
2023
Q2
$295K Hold
2023
Q1
$234K Buy