Mowery & Schoenfeld 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
Q2
$11.1M Buy
2025
Q1
$344K Buy
2024
Q4
$436K Sell
2024
Q3
$300K Sell
2024
Q2
$231K Buy
2024
Q1
$155K Sell
2023
Q4
$224K Buy