Sugarloaf 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
Q4 | $1.05M | Buy |
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2024
Q3 | $673K | Buy |
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2024
Q2 | $460K | Buy |
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2024
Q1 | $409K | Hold |
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2023
Q4 | $577K | Sell |
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2023
Q3 | $588K | Hold |
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2023
Q2 | $615K | Sell |
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2023
Q1 | $524K | Buy |
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2022
Q4 | $309K | Sell |
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2022
Q3 | $840K | Buy |
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2022
Q2 | $598K | Buy |
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2022
Q1 | $749K | Buy |
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2021
Q4 | $704K | Sell |
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2021
Q3 | $648K | Buy |
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2021
Q2 | $534K | Sell |
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2021
Q1 | $564 | Sell |
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2020
Q4 | $602K | Sell |
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2020
Q3 | $371K | Buy |
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2020
Q2 | $141K | Hold |
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2020
Q1 | $69K | Buy |
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2019
Q4 | $51K | Buy |
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