Valmark Advisers’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.14M | Buy |
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|
2025
Q1 | $4.49M | Buy |
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|
2024
Q4 | $6.64M | Buy |
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|
2024
Q3 | $3.87M | Buy |
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|
2024
Q2 | $2.72M | Buy |
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|
2024
Q1 | $2.23M | Buy |
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|
2023
Q4 | $2.65M | Buy |
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|
2023
Q3 | $2.63M | Buy |
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|
2023
Q2 | $2.71M | Buy |
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|
2023
Q1 | $2.15M | Buy |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $2.21M | Buy |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $2.78M | Buy |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $634K | Buy |
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|
2020
Q2 | $265K | Buy |
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