CWA
Clarus Wealth Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
5,454
+780
| +17% | +$232K | 0.75% | 41 |
|
|
2025
Q1 | $1.27M | Buy |
4,674
+1,372
| +42% | +$373K | 0.68% | 39 |
|
|
2024
Q4 | $1.33M | Sell |
3,302
-1,145
| -26% | -$462K | 0.66% | 41 |
|
|
2024
Q3 | $1.07M | Sell |
4,447
-586
| -12% | -$141K | 0.55% | 44 |
|
|
2024
Q2 | $1.32M | Sell |
5,033
-23
| -0.5% | -$6.06K | 0.7% | 40 |
|
|
2024
Q1 | $868K | Buy |
5,056
+1,129
| +29% | +$194K | 0.49% | 44 |
|
|
2023
Q4 | $832K | Buy |
+3,927
| New | +$832K | 0.49% | 45 |
|
|
2023
Q2 | $953K | Buy |
3,474
+68
| +2% | +$18.7K | 0.58% | 40 |
|
|
2023
Q1 | $630K | Buy |
+3,406
| New | +$630K | 0.4% | 52 |
|
|
2022
Q4 | – | Sell |
-1,044
| Closed | -$233K | – | 127 |
|
|
2022
Q3 | $233K | Buy |
1,044
+696
| +200% | +$155K | 0.17% | 100 |
|
|
2022
Q2 | $245K | Buy |
348
+1
| +0.3% | +$704 | 0.17% | 90 |
|
|
2022
Q1 | $339K | Sell |
347
-3
| -0.9% | -$2.93K | 0.21% | 76 |
|
|
2021
Q4 | $387K | Hold |
350
| – | – | 0.22% | 68 |
|
|
2021
Q3 | $273K | Hold |
350
| – | – | 0.17% | 86 |
|
|
2021
Q2 | $240K | Hold |
350
| – | – | 0.15% | 89 |
|
|
2021
Q1 | $237K | Sell |
350
-185
| -35% | -$125K | 0.15% | 113 |
|
|
2020
Q4 | $434K | Hold |
535
| – | – | 0.29% | 63 |
|
|
2020
Q3 | $221K | Buy |
+535
| New | +$221K | 0.17% | 110 |
|
|
2019
Q3 | – | Sell |
-110
| Closed | -$25K | – | 509 |
|
|
2019
Q2 | $25K | Buy |
110
+50
| +83% | +$11.4K | 0.02% | 344 |
|
|
2019
Q1 | $17K | Hold |
60
| – | – | 0.01% | 450 |
|
|
2018
Q4 | $20K | Sell |
60
-83
| -58% | -$27.7K | 0.03% | 406 |
|
|
2018
Q3 | $38K | Buy |
143
+44
| +44% | +$11.7K | 0.02% | 337 |
|
|
2018
Q2 | $26K | Buy |
+99
| New | +$26K | 0.02% | 388 |
|