AWM
Abound Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.14M | Sell |
19,318
-24
| -0.1% | -$7.62K | 1.73% | 14 |
|
|
2025
Q1 | $5.01M | Buy |
19,342
+1,845
| +11% | +$478K | 1.67% | 13 |
|
|
2024
Q4 | $7.07M | Sell |
17,497
-602
| -3% | -$243K | 2.27% | 13 |
|
|
2024
Q3 | $4.74M | Buy |
18,099
+1,378
| +8% | +$361K | 1.57% | 13 |
|
|
2024
Q2 | $3.31M | Buy |
16,721
+23
| +0.1% | +$4.55K | 1.22% | 15 |
|
|
2024
Q1 | $2.94M | Sell |
16,698
-1,329
| -7% | -$234K | 1.12% | 15 |
|
|
2023
Q4 | $4.48M | Buy |
18,027
+651
| +4% | +$162K | 1.8% | 13 |
|
|
2023
Q3 | $4.35M | Sell |
17,376
-110
| -0.6% | -$27.5K | 1.85% | 15 |
|
|
2023
Q2 | $4.58M | Buy |
17,486
+925
| +6% | +$242K | 1.91% | 15 |
|
|
2023
Q1 | $3.44M | Buy |
16,561
+750
| +5% | +$156K | 1.54% | 15 |
|
|
2022
Q4 | $1.95M | Buy |
15,811
+107
| +0.7% | +$13.2K | 0.95% | 18 |
|
|
2022
Q3 | $4.17M | Buy |
15,704
+11,366
| +262% | +$3.01M | 2.25% | 14 |
|
|
2022
Q2 | $2.92M | Buy |
4,338
+64
| +1% | +$43.1K | 1.63% | 13 |
|
|
2022
Q1 | $4.61M | Sell |
4,274
-55
| -1% | -$59.3K | 3.32% | 8 |
|
|
2021
Q4 | $4.57M | Buy |
+4,329
| New | +$4.57M | 3.59% | 9 |
|