Walled Lake Planning & Wealth Management’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 | $573K | Sell |
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|
2025
Q1 | $473K | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $703K | Buy |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $210K | Sell |
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|
2023
Q4 | $309K | Buy |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $318K | Sell |
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|
2021
Q4 | $629K | Hold |
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|
2021
Q3 | $461K | Hold |
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|
2021
Q2 | $404K | Buy |
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|
2021
Q1 | $214K | Sell |
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|
2020
Q4 | $385K | Hold |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q2 | $64K | Hold |
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|
2020
Q1 | $31K | Hold |
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|
2019
Q4 | $25K | Buy |
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