Tanglewood Legacy 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
$465K Sell
2025
Q2
$364K Hold
2025
Q1
$297K Sell
2024
Q4
$543K Hold
2024
Q3
$352K Hold
2024
Q2
$266K Hold
2024
Q1
$236K Buy
2023
Q4
$316K Hold
2023
Q3
$318K Hold
2023
Q2
$332K Sell
2023
Q1
$346K Buy
2022
Q4
$151K Buy