FWM
Focused Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.49M | Buy |
23,591
+249
| +1% | +$79.1K | 0.91% | 23 |
|
|
2025
Q1 | $6.05M | Buy |
23,342
+874
| +4% | +$227K | 0.82% | 22 |
|
|
2024
Q4 | $9.07M | Buy |
22,468
+133
| +0.6% | +$53.7K | 1.22% | 18 |
|
|
2024
Q3 | $5.84M | Sell |
22,335
-2,020
| -8% | -$528K | 0.76% | 23 |
|
|
2024
Q2 | $4.82M | Sell |
24,355
-1,533
| -6% | -$303K | 0.69% | 25 |
|
|
2024
Q1 | $4.55M | Buy |
25,888
+2,332
| +10% | +$410K | 0.7% | 26 |
|
|
2023
Q4 | $5.85M | Sell |
23,556
-346
| -1% | -$86K | 0.96% | 21 |
|
|
2023
Q3 | $5.98M | Buy |
23,902
+20
| +0.1% | +$5K | 1.06% | 20 |
|
|
2023
Q2 | $6.25M | Sell |
23,882
-75
| -0.3% | -$19.6K | 1.13% | 18 |
|
|
2023
Q1 | $4.97M | Sell |
23,957
-1,094
| -4% | -$227K | 1.01% | 17 |
|
|
2022
Q4 | $3.09M | Buy |
25,051
+3,883
| +18% | +$478K | 0.63% | 29 |
|
|
2022
Q3 | $5.62M | Buy |
21,168
+14,114
| +200% | +$3.74M | 1.18% | 15 |
|
|
2022
Q2 | $4.75M | Buy |
7,054
+201
| +3% | +$135K | 0.86% | 23 |
|
|
2022
Q1 | $7.39M | Buy |
6,853
+68
| +1% | +$73.3K | 1.17% | 20 |
|
|
2021
Q4 | $7.17M | Sell |
6,785
-441
| -6% | -$466K | 1.11% | 19 |
|
|
2021
Q3 | $5.6M | Sell |
7,226
-132
| -2% | -$102K | 0.91% | 20 |
|
|
2021
Q2 | $5M | Buy |
7,358
+28
| +0.4% | +$19K | 0.83% | 21 |
|
|
2021
Q1 | $4.9M | Buy |
7,330
+89
| +1% | +$59.4K | 0.87% | 19 |
|
|
2020
Q4 | $5.11M | Sell |
7,241
-1,330
| -16% | -$939K | 0.99% | 17 |
|
|
2020
Q3 | $3.68M | Buy |
8,571
+6,913
| +417% | +$2.97M | 0.8% | 20 |
|
|
2020
Q2 | $1.79M | Sell |
1,658
-647
| -28% | -$699K | 0.41% | 32 |
|
|
2020
Q1 | $1.21M | Sell |
2,305
-82
| -3% | -$43K | 0.35% | 39 |
|
|
2019
Q4 | $999K | Sell |
2,387
-114
| -5% | -$47.7K | 0.24% | 53 |
|
|
2019
Q3 | $602K | Sell |
2,501
-557
| -18% | -$134K | 0.17% | 74 |
|
|
2019
Q2 | $683K | Sell |
3,058
-610
| -17% | -$136K | 0.18% | 68 |
|
|
2019
Q1 | $1.03M | Sell |
3,668
-83
| -2% | -$23.2K | 0.31% | 50 |
|
|
2018
Q4 | $1.25M | Buy |
3,751
+331
| +10% | +$110K | 0.43% | 44 |
|
|
2018
Q3 | $906K | Buy |
3,420
+401
| +13% | +$106K | 0.31% | 55 |
|
|
2018
Q2 | $1.04M | Sell |
3,019
-38
| -1% | -$13K | 0.36% | 48 |
|
|
2018
Q1 | $814K | Buy |
3,057
+356
| +13% | +$94.8K | 0.26% | 62 |
|
|
2017
Q4 | $841K | Buy |
2,701
+122
| +5% | +$38K | 0.27% | 59 |
|
|
2017
Q3 | $880K | Buy |
2,579
+176
| +7% | +$60.1K | 0.29% | 55 |
|
|
2017
Q2 | $869K | Sell |
2,403
-829
| -26% | -$300K | 0.32% | 51 |
|
|
2017
Q1 | $899K | Buy |
3,232
+31
| +1% | +$8.62K | 0.35% | 49 |
|
|
2016
Q4 | $684K | Buy |
3,201
+2,725
| +572% | +$582K | 0.29% | 53 |
|
|
2016
Q3 | $97K | Buy |
476
+112
| +31% | +$22.8K | 0.04% | 209 |
|
|
2016
Q2 | $77K | Buy |
364
+53
| +17% | +$11.2K | 0.04% | 220 |
|
|
2016
Q1 | $71K | Sell |
311
-45
| -13% | -$10.3K | 0.04% | 164 |
|
|
2015
Q4 | $85K | Buy |
356
+323
| +979% | +$77.1K | 0.05% | 163 |
|
|
2015
Q3 | $8K | Buy |
33
+6
| +22% | +$1.46K | 0.01% | 432 |
|
|
2015
Q2 | $7K | Sell |
27
-250
| -90% | -$64.8K | ﹤0.01% | 462 |
|
|
2015
Q1 | $52K | Buy |
277
+250
| +926% | +$46.9K | 0.03% | 199 |
|
|
2014
Q4 | $6K | Buy |
27
+2
| +8% | +$444 | ﹤0.01% | 488 |
|
|
2014
Q3 | $6K | Sell |
25
-5
| -17% | -$1.2K | ﹤0.01% | 488 |
|
|
2014
Q2 | $7K | Hold |
30
| – | – | 0.01% | 471 |
|
|
2014
Q1 | $6K | Sell |
30
-350
| -92% | -$70K | 0.01% | 460 |
|
|
2013
Q4 | $57K | Buy |
+380
| New | +$57K | 0.05% | 159 |
|