Summit Wealth Group’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 | $619K | Sell |
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|
2025
Q2 | $444K | Hold |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $569K | Hold |
|
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|
2024
Q3 | $369K | Hold |
|
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $245K | Hold |
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|
2023
Q4 | $346K | Hold |
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|
2023
Q3 | $349K | Buy |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $1K | Buy |
|