Montz Harcus 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 | $1.1M | Buy |
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|
2025
Q2 | $770K | Buy |
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|
2025
Q1 | $574K | Buy |
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|
2024
Q4 | $688K | Sell |
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|
2024
Q3 | $509K | Sell |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $367K | Sell |
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|
2023
Q4 | $544K | Buy |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $567K | Hold |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $341K | Hold |
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|
2022
Q3 | $734K | Sell |
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|
2022
Q2 | $622K | Buy |
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|
2022
Q1 | $995K | Hold |
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|
2021
Q4 | $975K | Buy |
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