CPWM
Cypress Point Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+726
| New | +$231K | 0.06% | 77 |
|
|
2025
Q1 | – | Sell |
-15,354
| Closed | -$6.2M | – | 71 |
|
|
2024
Q4 | $6.2M | Sell |
15,354
-293
| -2% | -$118K | 1.93% | 9 |
|
|
2024
Q3 | $4.09M | Buy |
15,647
+76
| +0.5% | +$19.9K | 1.61% | 14 |
|
|
2024
Q2 | $3.08M | Sell |
15,571
-109
| -0.7% | -$21.6K | 1.46% | 15 |
|
|
2024
Q1 | $2.76M | Buy |
15,680
+276
| +2% | +$48.5K | 1.41% | 18 |
|
|
2023
Q4 | $3.83M | Hold |
15,404
| – | – | 2.84% | 8 |
|
|
2023
Q3 | $3.85M | Buy |
15,404
+659
| +4% | +$165K | 3.39% | 5 |
|
|
2023
Q2 | $3.86M | Hold |
14,745
| – | – | 4.11% | 4 |
|
|
2023
Q1 | $3.06M | Hold |
14,745
| – | – | 4.31% | 5 |
|
|
2022
Q4 | $1.82M | Hold |
14,745
| – | – | 2.85% | 12 |
|
|
2022
Q3 | $3.91M | Buy |
14,745
+9,415
| +177% | +$2.5M | 7.27% | 4 |
|
|
2022
Q2 | $3.59M | Buy |
5,330
+240
| +5% | +$162K | 6.3% | 5 |
|
|
2022
Q1 | $5.49M | Hold |
5,090
| – | – | 5.57% | 2 |
|
|
2021
Q4 | $5.38M | Hold |
5,090
| – | – | 4.99% | 5 |
|
|
2021
Q3 | $3.95M | Hold |
5,090
| – | – | 2.82% | 6 |
|
|
2021
Q2 | $3.46M | Hold |
5,090
| – | – | 2.46% | 7 |
|
|
2021
Q1 | $3.4M | Hold |
5,090
| – | – | 3.54% | 4 |
|
|
2020
Q4 | $3.59M | Buy |
+5,090
| New | +$3.59M | 5.46% | 2 |
|