AWM
Accurate Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
32,900
+765
| +2% | +$237K | 1.56% | 8 |
|
|
2025
Q1 | $8.11M | Sell |
32,135
-794
| -2% | -$200K | 1.55% | 9 |
|
|
2024
Q4 | $13M | Sell |
32,929
-1,532
| -4% | -$605K | 2.49% | 4 |
|
|
2024
Q3 | $7.57M | Sell |
34,461
-1,132
| -3% | -$249K | 1.52% | 9 |
|
|
2024
Q2 | $8.99M | Buy |
35,593
+941
| +3% | +$238K | 2.16% | 5 |
|
|
2024
Q1 | $5.1M | Sell |
34,652
-184
| -0.5% | -$27.1K | 1.49% | 12 |
|
|
2023
Q4 | $7.92M | Buy |
34,836
+5
| +0% | +$1.14K | 2.46% | 3 |
|
|
2023
Q3 | $8.88M | Buy |
34,831
+1,354
| +4% | +$345K | 2.78% | 3 |
|
|
2023
Q2 | $9.42M | Buy |
33,477
+3,909
| +13% | +$1.1M | 2.94% | 4 |
|
|
2023
Q1 | $5.46M | Buy |
29,568
+2,954
| +11% | +$545K | 1.88% | 11 |
|
|
2022
Q4 | $3.16M | Sell |
26,614
-6,599
| -20% | -$784K | 1.16% | 11 |
|
|
2022
Q3 | $9.83M | Buy |
33,213
+27,769
| +510% | +$8.22M | 4.1% | 4 |
|
|
2022
Q2 | $3.92M | Sell |
5,444
-1,488
| -21% | -$1.07M | 2.13% | 8 |
|
|
2022
Q1 | $7.47M | Buy |
6,932
+4,960
| +252% | +$5.34M | 3.35% | 6 |
|
|
2021
Q4 | $1.89M | Buy |
1,972
+55
| +3% | +$52.8K | 1.55% | 10 |
|
|
2021
Q3 | $1.52M | Buy |
1,917
+804
| +72% | +$637K | 1.32% | 10 |
|
|
2021
Q2 | $757K | Buy |
+1,113
| New | +$757K | 0.67% | 36 |
|