CIBC Private Wealth Group’s Tesla TSLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20.5M Buy
64,491
+6,123
+10% +$1.95M 0.04% 276
2025
Q1
$12.9M Sell
58,368
-29,835
-34% -$6.62M 0.03% 305
2024
Q4
$34.8M Sell
88,203
-9,728
-10% -$3.84M 0.06% 212
2024
Q3
$25.6M Buy
97,931
+3,548
+4% +$928K 0.05% 250
2024
Q2
$23.9M Buy
94,383
+3,036
+3% +$768K 0.04% 244
2024
Q1
$16M Sell
91,347
-4,828
-5% -$846K 0.03% 280
2023
Q4
$23.9M Buy
96,175
+1
+0% +$248 0.05% 244
2023
Q3
$24.1M Sell
96,174
-2,704
-3% -$677K 0.06% 243
2023
Q2
$25.9M Buy
98,878
+1,210
+1% +$317K 0.06% 247
2023
Q1
$11.5M Sell
97,668
-16,298
-14% -$1.92M 0.03% 300
2022
Q4
$9.31M Buy
113,966
+9,734
+9% +$795K 0.03% 280
2022
Q3
$27.6M Buy
104,232
+1,377
+1% +$365K 0.07% 183
2022
Q2
$23.1M Buy
102,855
+2,853
+3% +$640K 0.06% 214
2022
Q1
$35.9M Sell
100,002
-28,425
-22% -$10.2M 0.08% 177
2021
Q4
$45.2M Buy
128,427
+9,318
+8% +$3.28M 0.09% 161
2021
Q3
$30.8M Sell
119,109
-12,507
-10% -$3.23M 0.07% 196
2021
Q2
$29.8M Buy
131,616
+3,063
+2% +$694K 0.07% 200
2021
Q1
$28.6M Buy
128,553
+1,407
+1% +$313K 0.07% 196
2020
Q4
$29.9M Buy
127,146
+13,662
+12% +$3.21M 0.08% 182
2020
Q3
$16.2M Buy
+113,484
New +$16.2M 0.05% 234
2020
Q2
Sell
-66,660
Closed -$2.33M 800
2020
Q1
$2.33M Buy
66,660
+2,745
+4% +$95.9K 0.01% 385
2019
Q4
$1.78M Buy
63,915
+930
+1% +$25.9K 0.01% 488
2019
Q3
$1.01M Sell
62,985
-75
-0.1% -$1.2K ﹤0.01% 566
2019
Q2
$939K Sell
63,060
-11,130
-15% -$166K ﹤0.01% 593
2019
Q1
$1.38M Buy
74,190
+105
+0.1% +$1.96K 0.01% 531
2018
Q4
$1.64M Sell
74,085
-61,815
-45% -$1.37M 0.01% 481
2018
Q3
$2.4M Sell
135,900
-1,635
-1% -$28.9K 0.01% 466
2018
Q2
$3.15M Buy
137,535
+19,590
+17% +$448K 0.01% 424
2018
Q1
$2.09M Sell
117,945
-17,715
-13% -$314K 0.01% 473
2017
Q4
$2.82M Buy
135,660
+90
+0.1% +$1.87K 0.01% 440
2017
Q3
$3.08M Buy
+135,570
New +$3.08M 0.01% 408