WFA of San Diego’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 | $650K | Buy |
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|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $335K | Buy |
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|
2023
Q3 | $1.27M | Hold |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $764K | Buy |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.83M | Sell |
|
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|
2021
Q4 | $1.95M | Buy |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.18M | Buy |
|
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $705 | Hold |
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|
2020
Q3 | $911K | Sell |
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|
2020
Q2 | $1.76M | Buy |
|