Sax Wealth 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 | $2.26M | Buy |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $887K | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $672K | Buy |
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $350K | Buy |
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|
2023
Q4 | $469K | Sell |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $943K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $307K | Hold |
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|
2022
Q1 | $491K | Sell |
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|
2021
Q4 | $572K | Buy |
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