Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $260K | Hold |
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|
2023
Q4 | $367K | Sell |
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|
2023
Q3 | $409K | Sell |
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|
2023
Q2 | $530K | Hold |
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|
2023
Q1 | $420K | Hold |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $582K | Hold |
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|
2022
Q2 | $492K | Hold |
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|
2022
Q1 | $787K | Sell |
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|
2021
Q4 | $782K | Sell |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $941K | Buy |
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|
2020
Q4 | $878K | Buy |
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