CWM
CMH Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.71M | Sell |
30,559
-2,016
| -6% | -$640K | 2.26% | 15 |
|
|
2025
Q1 | $8.44M | Buy |
32,575
+1,001
| +3% | +$259K | 2.12% | 21 |
|
|
2024
Q4 | $12.8M | Sell |
31,574
-12,027
| -28% | -$4.86M | 2.92% | 9 |
|
|
2024
Q3 | $11.4M | Buy |
43,601
+5,540
| +15% | +$1.45M | 2.68% | 10 |
|
|
2024
Q2 | $7.53M | Sell |
38,061
-1,988
| -5% | -$393K | 1.85% | 23 |
|
|
2024
Q1 | $7.04M | Sell |
40,049
-1,169
| -3% | -$205K | 1.79% | 24 |
|
|
2023
Q4 | $10.2M | Buy |
41,218
+2,258
| +6% | +$561K | 2.48% | 14 |
|
|
2023
Q3 | $9.75M | Buy |
38,960
+2,114
| +6% | +$529K | 2.73% | 14 |
|
|
2023
Q2 | $9.65M | Buy |
36,846
+1,112
| +3% | +$291K | 2.59% | 14 |
|
|
2023
Q1 | $7.41M | Buy |
35,734
+6,361
| +22% | +$1.32M | 2.14% | 18 |
|
|
2022
Q4 | $3.62M | Buy |
29,373
+6,408
| +28% | +$789K | 1.16% | 41 |
|
|
2022
Q3 | $6.09M | Buy |
22,965
+15,539
| +209% | +$4.12M | 2.23% | 14 |
|
|
2022
Q2 | $5M | Buy |
+7,426
| New | +$5M | 1.81% | 16 |
|