Sheets Smith 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
Q3 | $728K | Buy |
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|
2025
Q2 | $495K | Buy |
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|
2025
Q1 | $399K | Sell |
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|
2024
Q4 | $628K | Buy |
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|
2024
Q3 | $407K | Hold |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $403K | Sell |
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|
2023
Q3 | $406K | Hold |
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|
2023
Q2 | $425K | Hold |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $423K | Hold |
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|
2022
Q2 | $358K | Buy |
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|
2022
Q1 | $572K | Sell |
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|
2021
Q4 | $577K | Hold |
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|
2021
Q3 | $423K | Hold |
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|
2021
Q2 | $371K | Sell |
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|
2021
Q1 | $400K | Sell |
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|
2020
Q4 | $431K | Buy |
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|
2020
Q3 | $251K | Buy |
|