Ullmann Wealth Partners 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 | $1.28M | Sell |
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|
2025
Q2 | $920K | Buy |
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|
2025
Q1 | $614K | Sell |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $644K | Buy |
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|
2024
Q2 | $369K | Buy |
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|
2024
Q1 | $284K | Buy |
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|
2023
Q4 | $353K | Buy |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $239K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $63K | Sell |
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|
2017
Q1 | $69K | Buy |
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