CWS
Cypress Wealth Services’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
12,601
+887
| +8% | +$282K | 0.72% | 33 |
|
|
2025
Q1 | $3.04M | Buy |
11,714
+422
| +4% | +$109K | 0.62% | 35 |
|
|
2024
Q4 | $4.56M | Buy |
11,292
+427
| +4% | +$172K | 0.92% | 28 |
|
|
2024
Q3 | $2.84M | Buy |
10,865
+474
| +5% | +$124K | 0.59% | 36 |
|
|
2024
Q2 | $2.06M | Buy |
10,391
+98
| +1% | +$19.4K | 0.46% | 50 |
|
|
2024
Q1 | $1.81M | Buy |
10,293
+184
| +2% | +$32.3K | 0.42% | 55 |
|
|
2023
Q4 | $2.51M | Sell |
10,109
-648
| -6% | -$161K | 0.63% | 38 |
|
|
2023
Q3 | $2.69M | Buy |
10,757
+8
| +0.1% | +$2K | 0.75% | 34 |
|
|
2023
Q2 | $3.12M | Sell |
10,749
-175
| -2% | -$50.8K | 0.82% | 28 |
|
|
2023
Q1 | $2.27M | Sell |
10,924
-42
| -0.4% | -$8.71K | 0.66% | 37 |
|
|
2022
Q4 | $1.35M | Buy |
10,966
+520
| +5% | +$64.1K | 0.43% | 59 |
|
|
2022
Q3 | $2.33M | Buy |
10,446
+6,926
| +197% | +$1.54M | 0.79% | 27 |
|
|
2022
Q2 | $2.37M | Buy |
3,520
+50
| +1% | +$33.7K | 0.76% | 31 |
|
|
2022
Q1 | $3.74M | Buy |
3,470
+2
| +0.1% | +$2.16K | 1.02% | 23 |
|
|
2021
Q4 | $3.67M | Buy |
3,468
+117
| +3% | +$124K | 1% | 27 |
|
|
2021
Q3 | $2.6M | Sell |
3,351
-1,633
| -33% | -$1.27M | 0.78% | 35 |
|
|
2021
Q2 | $3.39M | Sell |
4,984
-104
| -2% | -$70.7K | 0.93% | 30 |
|
|
2021
Q1 | $3.4M | Buy |
5,088
+30
| +0.6% | +$20K | 0.71% | 35 |
|
|
2020
Q4 | $3.57M | Buy |
+5,058
| New | +$3.57M | 0.8% | 33 |
|
|
2020
Q3 | – | Sell |
-1,005
| Closed | -$1.09M | – | 223 |
|
|
2020
Q2 | $1.09M | Sell |
1,005
-326
| -24% | -$352K | 0.26% | 89 |
|
|
2020
Q1 | $697K | Buy |
1,331
+473
| +55% | +$248K | 0.21% | 105 |
|
|
2019
Q4 | $359K | Buy |
858
+20
| +2% | +$8.37K | 0.09% | 170 |
|
|
2019
Q3 | $202K | Sell |
838
-510
| -38% | -$123K | 0.06% | 238 |
|
|
2019
Q2 | $301K | Buy |
1,348
+732
| +119% | +$163K | 0.09% | 190 |
|
|
2019
Q1 | $172K | Sell |
616
-80
| -11% | -$22.3K | 0.05% | 249 |
|
|
2018
Q4 | $232K | Buy |
+696
| New | +$232K | 0.09% | 180 |
|
|
2018
Q3 | – | Sell |
-854
| Closed | -$293K | – | 233 |
|
|
2018
Q2 | $293K | Buy |
+854
| New | +$293K | 0.11% | 164 |
|
|
2018
Q1 | – | Sell |
-778
| Closed | -$242K | – | 206 |
|
|
2017
Q4 | $242K | Buy |
+778
| New | +$242K | 0.1% | 173 |
|