DWM
Destination Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37M | Sell |
23,209
-67
| -0.3% | -$21.3K | 0.22% | 82 |
|
|
2025
Q1 | $6.03M | Buy |
23,276
+1,343
| +6% | +$348K | 0.19% | 87 |
|
|
2024
Q4 | $8.86M | Buy |
21,933
+9,336
| +74% | +$3.77M | 0.28% | 76 |
|
|
2024
Q3 | $3.3M | Buy |
12,597
+1,359
| +12% | +$356K | 0.1% | 101 |
|
|
2024
Q2 | $2.22M | Sell |
11,238
-2,122
| -16% | -$420K | 0.07% | 101 |
|
|
2024
Q1 | $2.35M | Buy |
13,360
+10,992
| +464% | +$1.93M | 0.08% | 102 |
|
|
2023
Q4 | $588K | Buy |
2,368
+473
| +25% | +$118K | 0.02% | 143 |
|
|
2023
Q3 | $474K | Sell |
1,895
-92
| -5% | -$23K | 0.02% | 147 |
|
|
2023
Q2 | $520K | Sell |
1,987
-105
| -5% | -$27.5K | 0.02% | 147 |
|
|
2023
Q1 | $434K | Sell |
2,092
-1,278
| -38% | -$265K | 0.02% | 149 |
|
|
2022
Q4 | $415K | Buy |
3,370
+50
| +2% | +$6.16K | 0.02% | 151 |
|
|
2022
Q3 | $881K | Buy |
3,320
+1,797
| +118% | +$477K | 0.04% | 118 |
|
|
2022
Q2 | $1.03M | Buy |
1,523
+1,121
| +279% | +$755K | 0.04% | 119 |
|
|
2022
Q1 | $433K | Sell |
402
-8
| -2% | -$8.62K | 0.02% | 140 |
|
|
2021
Q4 | $433K | Sell |
410
-62
| -13% | -$65.5K | 0.02% | 149 |
|
|
2021
Q3 | $366K | Buy |
+472
| New | +$366K | 0.01% | 137 |
|
|
2021
Q2 | – | Sell |
-313
| Closed | -$209K | – | 185 |
|
|
2021
Q1 | $209K | Sell |
313
-511
| -62% | -$341K | 0.01% | 174 |
|
|
2020
Q4 | $581K | Buy |
824
+89
| +12% | +$62.8K | 0.03% | 119 |
|
|
2020
Q3 | $315K | Buy |
+735
| New | +$315K | 0.02% | 122 |
|
|
2019
Q3 | – | Sell |
-69
| Closed | -$15K | – | 472 |
|
|
2019
Q2 | $15K | Sell |
69
-59
| -46% | -$12.8K | ﹤0.01% | 410 |
|
|
2019
Q1 | $36K | Buy |
128
+18
| +16% | +$5.06K | ﹤0.01% | 315 |
|
|
2018
Q4 | $37K | Sell |
110
-402
| -79% | -$135K | ﹤0.01% | 294 |
|
|
2018
Q3 | $136K | Buy |
512
+312
| +156% | +$82.9K | 0.01% | 183 |
|
|
2018
Q2 | $69K | Sell |
200
-177
| -47% | -$61.1K | ﹤0.01% | 227 |
|
|
2018
Q1 | $100K | Buy |
+377
| New | +$100K | 0.01% | 187 |
|
|
2017
Q3 | – | Sell |
-804
| Closed | -$291K | – | 158 |
|
|
2017
Q2 | $291K | Sell |
804
-18
| -2% | -$6.52K | 0.02% | 134 |
|
|
2017
Q1 | $229K | Buy |
+822
| New | +$229K | 0.02% | 148 |
|
|
2015
Q3 | – | Sell |
-853
| Closed | -$229K | – | 215 |
|
|
2015
Q2 | $229K | Buy |
+853
| New | +$229K | 0.02% | 228 |
|