Carson Wealth (CWM LLC)’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112M | Buy |
351,786
+11,398
| +3% | +$3.62M | 0.39% | 51 |
|
|
2025
Q1 | $88.2M | Buy |
340,388
+23,349
| +7% | +$6.05M | 0.35% | 57 |
|
|
2024
Q4 | $128M | Buy |
317,039
+10,316
| +3% | +$4.17M | 0.53% | 38 |
|
|
2024
Q3 | $80.2M | Buy |
306,723
+505
| +0.2% | +$132K | 0.35% | 51 |
|
|
2024
Q2 | $60.6M | Buy |
306,218
+22,332
| +8% | +$4.42M | 0.29% | 65 |
|
|
2024
Q1 | $49.9M | Buy |
283,886
+93,331
| +49% | +$16.4M | 0.24% | 81 |
|
|
2023
Q4 | $47.3M | Buy |
190,555
+43,815
| +30% | +$10.9M | 0.25% | 80 |
|
|
2023
Q3 | $36.7M | Buy |
146,740
+18,462
| +14% | +$4.62M | 0.23% | 83 |
|
|
2023
Q2 | $33.6M | Buy |
128,278
+4,476
| +4% | +$1.17M | 0.21% | 89 |
|
|
2023
Q1 | $25.7M | Buy |
123,802
+22,123
| +22% | +$4.59M | 0.17% | 122 |
|
|
2022
Q4 | $12.5M | Buy |
101,679
+21,713
| +27% | +$2.67M | 0.09% | 177 |
|
|
2022
Q3 | $21.2M | Sell |
79,966
-5,090
| -6% | -$1.35M | 0.17% | 121 |
|
|
2022
Q2 | $19.1M | Buy |
85,056
+25,422
| +43% | +$5.71M | 0.15% | 132 |
|
|
2022
Q1 | $21.4M | Buy |
59,634
+17,046
| +40% | +$6.12M | 0.15% | 137 |
|
|
2021
Q4 | $15M | Buy |
+42,588
| New | +$15M | 0.11% | 177 |
|
|
2021
Q2 | $6.13M | Hold |
27,066
| – | – | 0.05% | 261 |
|
|
2021
Q1 | $6.13M | Hold |
27,066
| – | – | 0.05% | 261 |
|
|
2020
Q4 | $6.13M | Hold |
27,066
| – | – | 0.05% | 261 |
|
|
2020
Q3 | $6.13M | Sell |
27,066
-108,264
| -80% | -$24.5M | 0.05% | 261 |
|
|
2020
Q2 | $6.13M | Hold |
135,330
| – | – | 0.05% | 261 |
|
|
2020
Q1 | $6.13M | Hold |
135,330
| – | – | 0.05% | 261 |
|
|
2019
Q4 | $6.13M | Hold |
135,330
| – | – | 0.05% | 261 |
|
|
2019
Q3 | $6.13M | Hold |
135,330
| – | – | 0.05% | 261 |
|
|
2019
Q2 | $6.13M | Hold |
135,330
| – | – | 0.05% | 261 |
|
|
2019
Q1 | $6.13M | Buy |
135,330
+74,055
| +121% | +$3.36M | 0.05% | 261 |
|
|
2018
Q4 | $1.36M | Buy |
61,275
+4,770
| +8% | +$106K | 0.03% | 326 |
|
|
2018
Q3 | $997K | Sell |
56,505
-405
| -0.7% | -$7.15K | 0.03% | 316 |
|
|
2018
Q2 | $1.3M | Buy |
56,910
+53,985
| +1,846% | +$1.23M | 0.04% | 250 |
|
|
2018
Q1 | $52K | Hold |
2,925
| – | – | ﹤0.01% | 547 |
|
|
2017
Q4 | $61K | Hold |
2,925
| – | – | ﹤0.01% | 501 |
|
|
2017
Q3 | $67K | Sell |
2,925
-210
| -7% | -$4.81K | ﹤0.01% | 469 |
|
|
2017
Q2 | $76K | Buy |
3,135
+2,910
| +1,293% | +$70.5K | ﹤0.01% | 417 |
|
|
2017
Q1 | $4K | Sell |
225
-2,790
| -93% | -$49.6K | ﹤0.01% | 909 |
|
|
2016
Q4 | $43K | Buy |
3,015
+15
| +0.5% | +$214 | ﹤0.01% | 470 |
|
|
2016
Q3 | $41K | Hold |
3,000
| – | – | ﹤0.01% | 443 |
|
|
2016
Q2 | $42K | Buy |
3,000
+1,500
| +100% | +$21K | ﹤0.01% | 389 |
|
|
2016
Q1 | $23K | Hold |
1,500
| – | – | ﹤0.01% | 426 |
|
|
2015
Q4 | $24K | Hold |
1,500
| – | – | ﹤0.01% | 381 |
|
|
2015
Q3 | $25K | Buy |
+1,500
| New | +$25K | ﹤0.01% | 347 |
|