Williams Jones 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
$2.07M Sell
2025
Q2
$2.54M Sell
2025
Q1
$2.29M Buy
2024
Q4
$3.15M Sell
2024
Q3
$2.29M Buy
2024
Q2
$1.68M Sell
2024
Q1
$1.9M Sell
2023
Q4
$2.98M Sell
2023
Q3
$3.59M Buy
2023
Q2
$3.14M Buy
2023
Q1
$2.33M Buy
2022
Q4
$1.34M Sell
2022
Q3
$3.74M Buy
2022
Q2
$3.02M Buy
2022
Q1
$3.97M Sell
2021
Q4
$4.11M Buy
2021
Q3
$2.87M Sell
2021
Q2
$2.95M Sell
2021
Q1
$3M Buy
2020
Q4
$3.07M Sell
2020
Q3
$2.56M Buy
2020
Q2
$1.26M Buy
2020
Q1
$383K Buy
2019
Q4
$236K Buy