Plante Moran Financial Advisors’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 | $594K | Sell |
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|
2025
Q2 | $586K | Sell |
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|
2025
Q1 | $483K | Sell |
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|
2024
Q4 | $913K | Buy |
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|
2024
Q3 | $525K | Buy |
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $354K | Buy |
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|
2023
Q3 | $308K | Buy |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | $221K | Sell |
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|
2022
Q4 | $138K | Sell |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q3 | $161K | Sell |
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|
2021
Q2 | $189K | Sell |
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|
2021
Q1 | $334K | Sell |
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|
2020
Q4 | $634K | Sell |
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|
2020
Q3 | $456K | Sell |
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|
2020
Q2 | $256K | Buy |
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|
2020
Q1 | $50K | Buy |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $0 | Sell |
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|
2019
Q2 | $67K | Sell |
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|
2019
Q1 | $217K | Hold |
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|
2018
Q4 | $258K | Hold |
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|
2018
Q3 | $205K | Buy |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Hold |
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|
2017
Q3 | $1K | Sell |
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|
2017
Q2 | $18K | Sell |
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|
2017
Q1 | $21K | Buy |
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|
2016
Q4 | $5K | Hold |
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|
2016
Q3 | $5K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $11K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $4K | Hold |
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|
2014
Q3 | $5K | Sell |
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|
2014
Q2 | $12K | Buy |
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|
2014
Q1 | $4K | Buy |
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