Wescott Financial Advisory 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 | $893K | Buy |
|
|||||
|
2025
Q2 | $611K | Buy |
|
|||||
|
2025
Q1 | $448K | Sell |
|
|||||
|
2024
Q4 | $999K | Buy |
|
|||||
|
2024
Q3 | $541K | Buy |
|
|||||
|
2024
Q2 | $396K | Buy |
|
|||||
|
2024
Q1 | $326K | Sell |
|
|||||
|
2023
Q4 | $562K | Buy |
|
|||||
|
2023
Q3 | $559K | Buy |
|
|||||
|
2023
Q2 | $559K | Sell |
|
|||||
|
2023
Q1 | $474K | Buy |
|
|||||
|
2022
Q4 | $246K | Sell |
|
|||||
|
2022
Q3 | $530K | Buy |
|
|||||
|
2022
Q2 | $337K | Hold |
|
|||||
|
2022
Q1 | $539K | Buy |
|