Schwarz Dygos Wheeler 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
Q3 | $548K | Buy |
|
|||||
|
2025
Q2 | $387K | Buy |
|
|||||
|
2025
Q1 | $305K | Buy |
|
|||||
|
2024
Q4 | $261K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $266K | Sell |
|
|||||
|
2023
Q3 | $348K | Sell |
|
|||||
|
2023
Q2 | $401K | Sell |
|
|||||
|
2023
Q1 | $427K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $242K | Sell |
|
|||||
|
2022
Q2 | $209K | Buy |
|
|||||
|
2022
Q1 | $315K | Buy |
|
|||||
|
2021
Q4 | $308K | Sell |
|
|||||
|
2021
Q3 | $234K | Sell |
|
|||||
|
2021
Q2 | $234K | Buy |
|
|||||
|
2021
Q1 | $228K | Buy |
|
|||||
|
2020
Q4 | $212K | Hold |
|
|||||
|
2020
Q3 | $129K | Buy |
|