Summit Financial Wealth 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 | $2.45M | Buy |
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|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $829K | Sell |
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|
2024
Q1 | $753K | Buy |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $950K | Hold |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $889K | Buy |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $274K | Hold |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $435K | Hold |
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|
2021
Q3 | $293K | Buy |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $205K | Buy |
|