Schechter Investment 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
Q1
$2.6M Sell
2024
Q4
$5.12M Buy
2024
Q3
$3.17M Buy
2024
Q2
$1.57M Buy
2024
Q1
$416K Sell
2023
Q4
$2.07M Sell
2023
Q3
$2.2M Buy
2023
Q2
$1.84M Buy
2023
Q1
$1.39M Buy
2022
Q4
$502K Sell
2022
Q3
$3.59M Buy
2022
Q2
$1.75M Buy
2022
Q1
$2.69M Buy
2021
Q4
$2M Buy