DWM
Drive Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
12,195
-1,677
| -12% | -$533K | 0.85% | 22 |
|
|
2025
Q1 | $3.59M | Buy |
13,872
+4,641
| +50% | +$1.2M | 0.84% | 24 |
|
|
2024
Q4 | $3.73M | Buy |
9,231
+842
| +10% | +$340K | 0.91% | 21 |
|
|
2024
Q3 | $2.19M | Buy |
8,389
+970
| +13% | +$254K | 0.57% | 29 |
|
|
2024
Q2 | $1.47M | Buy |
7,419
+1,193
| +19% | +$236K | 0.4% | 45 |
|
|
2024
Q1 | $1.09M | Sell |
6,226
-904
| -13% | -$159K | 0.31% | 65 |
|
|
2023
Q4 | $1.77M | Buy |
7,130
+306
| +4% | +$76K | 0.57% | 33 |
|
|
2023
Q3 | $1.71M | Buy |
6,824
+401
| +6% | +$100K | 0.62% | 36 |
|
|
2023
Q2 | $1.68M | Buy |
6,423
+596
| +10% | +$156K | 0.62% | 33 |
|
|
2023
Q1 | $1.21M | Buy |
5,827
+3,839
| +193% | +$796K | 0.51% | 46 |
|
|
2022
Q4 | $245K | Sell |
1,988
-550
| -22% | -$67.7K | 0.12% | 186 |
|
|
2022
Q3 | $673K | Buy |
2,538
+1,985
| +359% | +$526K | 0.64% | 38 |
|
|
2022
Q2 | $372K | Buy |
553
+66
| +14% | +$44.4K | 0.34% | 88 |
|
|
2022
Q1 | $525K | Buy |
487
+70
| +17% | +$75.5K | 0.44% | 56 |
|
|
2021
Q4 | $441K | Buy |
+417
| New | +$441K | 0.39% | 70 |
|