CWM
Congress Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
46,694
+18,498
| +66% | +$5.87M | 0.14% | 174 |
|
|
2025
Q1 | $7.39M | Buy |
28,196
+19,607
| +228% | +$5.14M | 0.09% | 256 |
|
|
2024
Q4 | $3.47M | Sell |
8,589
-808
| -9% | -$326K | 0.05% | 331 |
|
|
2024
Q3 | $2.46M | Buy |
9,397
+1,719
| +22% | +$450K | 0.03% | 391 |
|
|
2024
Q2 | $1.52M | Sell |
7,678
-1,538
| -17% | -$304K | 0.02% | 383 |
|
|
2024
Q1 | $1.62M | Sell |
9,216
-58,966
| -86% | -$10.4M | 0.03% | 334 |
|
|
2023
Q4 | $16.9M | Buy |
68,182
+6,811
| +11% | +$1.69M | 0.31% | 79 |
|
|
2023
Q3 | $15.4M | Buy |
61,371
+1,910
| +3% | +$478K | 0.32% | 72 |
|
|
2023
Q2 | $15.6M | Sell |
59,461
-334
| -0.6% | -$87.4K | 0.36% | 65 |
|
|
2023
Q1 | $12.4M | Buy |
59,795
+52,054
| +672% | +$10.8M | 0.3% | 91 |
|
|
2022
Q4 | $954K | Buy |
7,741
+1,627
| +27% | +$200K | 0.02% | 341 |
|
|
2022
Q3 | $1.62M | Buy |
6,114
+4,003
| +190% | +$1.06M | 0.04% | 291 |
|
|
2022
Q2 | $1.42M | Sell |
2,111
-1,245
| -37% | -$839K | 0.04% | 305 |
|
|
2022
Q1 | $3.62M | Buy |
+3,356
| New | +$3.62M | 0.08% | 244 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 605 |
|