Walter & Keenan 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
Q3
$961K Buy
2025
Q2
$683K Buy
2025
Q1
$315K Buy
2024
Q4
$256K Buy
2024
Q1
Sell
2023
Q4
$251K Sell
2023
Q3
$259K Buy
2023
Q2
$239K Buy
2020
Q2
Sell
2020
Q1
$623K Buy