CWM
Cornerstone Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.48M | Buy |
20,401
+2,002
| +11% | +$636K | 0.39% | 62 |
|
|
2025
Q1 | $4.77M | Buy |
18,399
+1,622
| +10% | +$420K | 0.32% | 74 |
|
|
2024
Q4 | $6.78M | Sell |
16,777
-654
| -4% | -$264K | 0.46% | 54 |
|
|
2024
Q3 | $4.56M | Sell |
17,431
-601
| -3% | -$157K | 0.32% | 78 |
|
|
2024
Q2 | $3.57M | Buy |
18,032
+3,000
| +20% | +$594K | 0.27% | 85 |
|
|
2024
Q1 | $2.64M | Buy |
15,032
+472
| +3% | +$83K | 0.21% | 107 |
|
|
2023
Q4 | $3.62M | Sell |
14,560
-67
| -0.5% | -$16.6K | 0.31% | 80 |
|
|
2023
Q3 | $3.66M | Buy |
14,627
+924
| +7% | +$231K | 0.35% | 65 |
|
|
2023
Q2 | $3.59M | Sell |
13,703
-840
| -6% | -$220K | 0.32% | 68 |
|
|
2023
Q1 | $3.02M | Buy |
+14,543
| New | +$3.02M | 0.3% | 80 |
|
|
2022
Q3 | $3.4M | Buy |
12,832
+8,954
| +231% | +$2.38M | 0.38% | 59 |
|
|
2022
Q2 | $2.61M | Buy |
3,878
+657
| +20% | +$443K | 0.29% | 77 |
|
|
2022
Q1 | $3.47M | Sell |
3,221
-39
| -1% | -$42K | 0.34% | 65 |
|
|
2021
Q4 | $3.45M | Buy |
3,260
+96
| +3% | +$101K | 0.33% | 71 |
|
|
2021
Q3 | $2.45M | Buy |
3,164
+241
| +8% | +$187K | 0.26% | 92 |
|
|
2021
Q2 | $1.99M | Buy |
2,923
+292
| +11% | +$198K | 0.21% | 106 |
|
|
2021
Q1 | $1.76M | Buy |
2,631
+389
| +17% | +$260K | 0.21% | 109 |
|
|
2020
Q4 | $1.58M | Buy |
2,242
+36
| +2% | +$25.4K | 0.2% | 109 |
|
|
2020
Q3 | $946K | Buy |
2,206
+1,722
| +356% | +$738K | 0.14% | 145 |
|
|
2020
Q2 | $523K | Buy |
484
+30
| +7% | +$32.4K | 0.08% | 207 |
|
|
2020
Q1 | $238K | Buy |
+454
| New | +$238K | 0.05% | 295 |
|
|
2019
Q2 | – | Sell |
-741
| Closed | -$378K | – | 490 |
|
|
2019
Q1 | $378K | Buy |
+741
| New | +$378K | 0.05% | 324 |
|
|
2018
Q4 | – | Sell |
-61,729
| Closed | -$180K | – | 1072 |
|
|
2018
Q3 | $180K | Sell |
61,729
-41,472
| -40% | -$121K | ﹤0.01% | 1225 |
|
|
2018
Q2 | $308K | Buy |
+103,201
| New | +$308K | ﹤0.01% | 1178 |
|