Wheelhouse 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
$1.12M Sell
2025
Q2
$905K Buy
2025
Q1
$734K Sell
2024
Q4
$1.24M Sell
2024
Q3
$999K Sell
2024
Q2
$990K Buy
2024
Q1
$739K Buy
2023
Q4
$1.03M Buy