CWM
Collaborative Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Buy |
2,851
+126
| +5% | +$40K | 0.4% | 56 |
|
|
2025
Q1 | $706K | Buy |
2,725
+87
| +3% | +$22.5K | 0.33% | 66 |
|
|
2024
Q4 | $1.07M | Buy |
2,638
+25
| +1% | +$10.1K | 0.48% | 42 |
|
|
2024
Q3 | $684K | Sell |
2,613
-28
| -1% | -$7.33K | 0.31% | 71 |
|
|
2024
Q2 | $523K | Hold |
2,641
| – | – | 0.26% | 87 |
|
|
2024
Q1 | $464K | Buy |
+2,641
| New | +$464K | 0.23% | 95 |
|
|
2023
Q3 | – | Sell |
-768
| Closed | -$201K | – | 176 |
|
|
2023
Q2 | $201K | Buy |
+768
| New | +$201K | 0.12% | 161 |
|
|
2022
Q4 | – | Sell |
-755
| Closed | -$200K | – | 180 |
|
|
2022
Q3 | $200K | Buy |
+755
| New | +$200K | 0.14% | 162 |
|
|
2021
Q4 | $272K | Buy |
+257
| New | +$272K | 0.15% | 170 |
|
|
2021
Q1 | $252K | Buy |
+234
| New | +$252K | 0.15% | 165 |
|