CWP
CFM Wealth Partners’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
6,946
-409
| -6% | -$130K | 0.35% | 53 |
|
|
2025
Q1 | $1.91M | Sell |
7,355
-44
| -0.6% | -$11.4K | 0.34% | 56 |
|
|
2024
Q4 | $2.99M | Buy |
7,399
+211
| +3% | +$85.2K | 0.5% | 46 |
|
|
2024
Q3 | $1.88M | Sell |
7,188
-691
| -9% | -$181K | 0.33% | 59 |
|
|
2024
Q2 | $1.56M | Buy |
7,879
+162
| +2% | +$32.1K | 0.29% | 67 |
|
|
2024
Q1 | $1.36M | Sell |
7,717
-261
| -3% | -$45.9K | 0.27% | 69 |
|
|
2023
Q4 | $1.98M | Sell |
7,978
-198
| -2% | -$49.2K | 0.45% | 57 |
|
|
2023
Q3 | $2.05M | Buy |
8,176
+2,405
| +42% | +$602K | 0.54% | 49 |
|
|
2023
Q2 | $1.51M | Sell |
5,771
-325
| -5% | -$85.1K | 0.37% | 63 |
|
|
2023
Q1 | $1.26M | Buy |
6,096
+606
| +11% | +$126K | 0.34% | 67 |
|
|
2022
Q4 | $676K | Sell |
5,490
-317
| -5% | -$39K | 0.2% | 90 |
|
|
2022
Q3 | $1.54M | Buy |
5,807
+3,923
| +208% | +$1.04M | 0.49% | 53 |
|
|
2022
Q2 | $1.27M | Sell |
1,884
-47
| -2% | -$31.7K | 0.38% | 66 |
|
|
2022
Q1 | $2.08M | Buy |
1,931
+392
| +25% | +$422K | 0.5% | 52 |
|
|
2021
Q4 | $1.85M | Buy |
1,539
+82
| +6% | +$98.4K | 0.41% | 58 |
|
|
2021
Q3 | $1.13M | Sell |
1,457
-50
| -3% | -$38.7K | 0.28% | 71 |
|
|
2021
Q2 | $1.02M | Sell |
1,507
-24
| -2% | -$16.3K | 0.27% | 77 |
|
|
2021
Q1 | $1.02M | Sell |
1,531
-64
| -4% | -$42.8K | 0.31% | 73 |
|
|
2020
Q4 | $1.13M | Sell |
1,595
-65
| -4% | -$45.9K | 0.36% | 62 |
|
|
2020
Q3 | $712K | Buy |
1,660
+1,341
| +420% | +$575K | 0.26% | 72 |
|
|
2020
Q2 | $344K | Sell |
319
-43
| -12% | -$46.4K | 0.13% | 104 |
|
|
2020
Q1 | $190K | Buy |
362
+65
| +22% | +$34.1K | 0.09% | 128 |
|
|
2019
Q4 | $153K | Buy |
+297
| New | +$153K | 0.06% | 167 |
|