WMG Financial Advisors’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 | $565K | Sell |
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|
2025
Q2 | $476K | Sell |
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|
2025
Q1 | $440K | Buy |
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|
2024
Q4 | $679K | Sell |
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|
2024
Q3 | $444K | Buy |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $304K | Buy |
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|
2023
Q4 | $403K | Buy |
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $261K | Buy |
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|
2022
Q2 | $220K | Buy |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | $250K | Buy |
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