CRWM
Castle Rock Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
3,820
-269
| -7% | -$88.6K | 0.29% | 97 |
|
|
2025
Q1 | $1.12M | Buy |
4,089
+364
| +10% | +$100K | 0.3% | 90 |
|
|
2024
Q4 | $1.33M | Buy |
3,725
+499
| +15% | +$178K | 0.32% | 89 |
|
|
2024
Q3 | $788K | Buy |
3,226
+443
| +16% | +$108K | 0.19% | 130 |
|
|
2024
Q2 | $584K | Buy |
2,783
+39
| +1% | +$8.19K | 0.15% | 138 |
|
|
2024
Q1 | $494K | Sell |
2,744
-404
| -13% | -$72.7K | 0.13% | 148 |
|
|
2023
Q4 | $747K | Sell |
3,148
-5,658
| -64% | -$1.34M | 0.23% | 119 |
|
|
2023
Q3 | $2.29M | Sell |
8,806
-513
| -6% | -$133K | 0.77% | 22 |
|
|
2023
Q2 | $2.63M | Buy |
9,319
+82
| +0.9% | +$23.2K | 0.9% | 18 |
|
|
2023
Q1 | $1.56M | Sell |
9,237
-612
| -6% | -$104K | 0.56% | 38 |
|
|
2022
Q4 | $1.58M | Buy |
9,849
+4,104
| +71% | +$658K | 0.71% | 35 |
|
|
2022
Q3 | $1.24M | Buy |
5,745
+4,260
| +287% | +$922K | 0.63% | 34 |
|
|
2022
Q2 | $1.09M | Sell |
1,485
-162
| -10% | -$119K | 0.56% | 40 |
|
|
2022
Q1 | $1.69M | Sell |
1,647
-887
| -35% | -$912K | 0.78% | 29 |
|
|
2021
Q4 | $2.39M | Buy |
2,534
+1,221
| +93% | +$1.15M | 0.98% | 19 |
|
|
2021
Q3 | $1.53M | Sell |
1,313
-1,625
| -55% | -$1.89M | 0.52% | 59 |
|
|
2021
Q2 | $2.09M | Buy |
2,938
+447
| +18% | +$317K | 0.77% | 35 |
|
|
2021
Q1 | $1.79M | Buy |
2,491
+1,340
| +116% | +$965K | 0.72% | 35 |
|
|
2020
Q4 | $974K | Sell |
1,151
-30
| -3% | -$25.4K | 0.4% | 74 |
|
|
2020
Q3 | $499K | Buy |
1,181
+961
| +437% | +$406K | 0.33% | 104 |
|
|
2020
Q2 | $327K | Buy |
+220
| New | +$327K | 0.19% | 150 |
|