CWM
C2C Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,381
| Closed | -$558K | – | 88 |
|
|
2024
Q4 | $558K | Buy |
+1,381
| New | +$558K | 0.52% | 43 |
|
|
2024
Q3 | – | Sell |
-4,410
| Closed | -$873K | – | 88 |
|
|
2024
Q2 | $873K | Hold |
4,410
| – | – | 0.85% | 30 |
|
|
2024
Q1 | $775K | Sell |
4,410
-625
| -12% | -$110K | 0.77% | 31 |
|
|
2023
Q4 | $1.27M | Sell |
5,035
-10,080
| -67% | -$2.55M | 1.08% | 23 |
|
|
2023
Q3 | $3.76M | Buy |
15,115
+3,087
| +26% | +$767K | 0.53% | 16 |
|
|
2023
Q2 | $3.48M | Buy |
12,028
+1,437
| +14% | +$416K | 0.46% | 18 |
|
|
2023
Q1 | $1.91M | Buy |
10,591
+6,422
| +154% | +$1.16M | 0.31% | 40 |
|
|
2022
Q4 | $535K | Buy |
4,169
+38
| +0.9% | +$4.87K | 0.09% | 97 |
|
|
2022
Q3 | $1.03M | Buy |
4,131
+2,734
| +196% | +$682K | 0.2% | 61 |
|
|
2022
Q2 | $1.03M | Buy |
1,397
+29
| +2% | +$21.4K | 0.19% | 64 |
|
|
2022
Q1 | $1.39M | Sell |
1,368
-90
| -6% | -$91.6K | 0.24% | 54 |
|
|
2021
Q4 | $1.54M | Buy |
+1,458
| New | +$1.54M | 0.22% | 51 |
|