Wells Trecaso Financial 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
Q2
$451K Sell
2025
Q1
$370K Buy
2024
Q4
$568K Sell
2024
Q3
$370K Buy
2024
Q2
$265K Sell
2024
Q1
$270K Sell
2023
Q4
$393K Sell
2023
Q3
$406K Buy
2023
Q2
$412K Hold
2023
Q1
$327K Buy
2022
Q4
Sell
2022
Q3
$355K Buy
2022
Q2
$298K Hold
2022
Q1
$477K Buy
2021
Q4
$455K Buy
2021
Q3
$263K Buy
2021
Q2
$230K Sell
2021
Q1
$230K Sell
2020
Q4
$281K Sell
2020
Q3
$206K Buy