CWM
Cahaba Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+758
| New | +$241K | 0.02% | 136 |
|
|
2025
Q1 | – | Sell |
-582
| Closed | -$235K | – | 150 |
|
|
2024
Q4 | $235K | Buy |
+582
| New | +$235K | 0.02% | 133 |
|
|
2023
Q2 | – | Sell |
-6,702
| Closed | -$1.39M | – | 152 |
|
|
2023
Q1 | $1.39M | Sell |
6,702
-22
| -0.3% | -$4.56K | 0.16% | 36 |
|
|
2022
Q4 | $828K | Buy |
6,724
+249
| +4% | +$30.7K | 0.1% | 49 |
|
|
2022
Q3 | $1.72M | Buy |
6,475
+4,319
| +200% | +$1.15M | 0.24% | 31 |
|
|
2022
Q2 | $1.45M | Buy |
2,156
+7
| +0.3% | +$4.71K | 0.21% | 34 |
|
|
2022
Q1 | $1.87M | Sell |
2,149
-45
| -2% | -$39.2K | 0.26% | 33 |
|
|
2021
Q4 | $2.32M | Sell |
2,194
-58
| -3% | -$61.3K | 0.31% | 26 |
|
|
2021
Q3 | $1.75M | Sell |
2,252
-472
| -17% | -$366K | 0.26% | 29 |
|
|
2021
Q2 | $1.87M | Buy |
2,724
+2,386
| +706% | +$1.64M | 0.29% | 30 |
|
|
2021
Q1 | $225K | Sell |
338
-66
| -16% | -$43.9K | 0.03% | 82 |
|
|
2020
Q4 | $342K | Buy |
+404
| New | +$342K | 0.06% | 68 |
|