CJM Wealth Advisers’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-835
| Closed | -$337K | – | 71 |
|
|
2024
Q4 | $337K | Sell |
835
-252
| -23% | -$102K | 0.11% | 49 |
|
|
2024
Q3 | $284K | Sell |
1,087
-346
| -24% | -$90.5K | 0.1% | 54 |
|
|
2024
Q2 | $301K | Hold |
1,433
| – | – | 0.11% | 44 |
|
|
2024
Q1 | $252K | Sell |
1,433
-563
| -28% | -$99K | 0.1% | 57 |
|
|
2023
Q4 | $496K | Sell |
1,996
-92
| -4% | -$22.9K | 0.22% | 37 |
|
|
2023
Q3 | $522K | Buy |
2,088
+249
| +14% | +$62.3K | 0.25% | 36 |
|
|
2023
Q2 | $481K | Buy |
1,839
+355
| +24% | +$92.9K | 0.24% | 35 |
|
|
2023
Q1 | $308K | Buy |
+1,484
| New | +$308K | 0.18% | 40 |
|
|
2022
Q4 | – | Sell |
-1,829
| Closed | -$485K | – | 57 |
|
|
2022
Q3 | $485K | Buy |
1,829
+350
| +24% | +$92.8K | 0.35% | 30 |
|
|
2022
Q2 | $332K | Buy |
1,479
+84
| +6% | +$18.9K | 0.23% | 39 |
|
|
2022
Q1 | $501K | Sell |
1,395
-717
| -34% | -$258K | 0.34% | 32 |
|
|
2021
Q4 | $744K | Buy |
+2,112
| New | +$744K | 0.53% | 26 |
|