Summit Wealth & Retirement Planning’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 | $2.95M | Sell |
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|
2025
Q2 | $2.23M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.14M | Hold |
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|
2024
Q3 | $740K | Sell |
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|
2024
Q2 | $573K | Sell |
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|
2024
Q1 | $522K | Sell |
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|
2023
Q4 | $776K | Buy |
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|
2023
Q3 | $771K | Hold |
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|
2023
Q2 | $807K | Sell |
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|
2023
Q1 | $931K | Buy |
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|
2022
Q4 | $201K | Hold |
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|
2022
Q3 | $433K | Hold |
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|
2022
Q2 | $366K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $672K | Buy |
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|
2020
Q4 | $664K | Buy |
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|
2020
Q3 | $259K | Buy |
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