DWM
Diversify Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Sell |
12,088
-2,263
| -16% | -$771K | 0.25% | 117 |
|
|
2025
Q1 | $4.19M | Sell |
14,351
-10,599
| -42% | -$3.1M | 0.31% | 90 |
|
|
2024
Q4 | $9.85M | Buy |
24,950
+872
| +4% | +$344K | 0.77% | 22 |
|
|
2024
Q3 | $5.14M | Buy |
24,078
+360
| +2% | +$76.9K | 0.5% | 45 |
|
|
2024
Q2 | $4.72M | Buy |
+23,718
| New | +$4.72M | 0.59% | 36 |
|