GWS
Glassman Wealth Services’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-37,601
| Closed | -$9.34M | – | 1690 |
|
|
2023
Q4 | $9.34M | Sell |
37,601
-19
| -0.1% | -$4.72K | 1.32% | 12 |
|
|
2023
Q3 | $9.41M | Buy |
37,620
+6,249
| +20% | +$1.56M | 1.52% | 12 |
|
|
2023
Q2 | $8.21M | Buy |
31,371
+333
| +1% | +$87.2K | 1.32% | 12 |
|
|
2023
Q1 | $6.44M | Sell |
31,038
-5,392
| -15% | -$1.12M | 1.12% | 13 |
|
|
2022
Q4 | $4.49M | Sell |
36,430
-913
| -2% | -$112K | 0.83% | 17 |
|
|
2022
Q3 | $9.91M | Buy |
37,343
+24,714
| +196% | +$6.56M | 2.1% | 12 |
|
|
2022
Q2 | $8.51M | Buy |
12,629
+237
| +2% | +$160K | 1.75% | 12 |
|
|
2022
Q1 | $13.4M | Buy |
12,392
+9,175
| +285% | +$9.89M | 2.43% | 10 |
|
|
2021
Q4 | $3.4M | Sell |
3,217
-861
| -21% | -$910K | 0.62% | 18 |
|
|
2021
Q3 | $3.16M | Buy |
4,078
+126
| +3% | +$97.7K | 0.67% | 17 |
|
|
2021
Q2 | $2.69M | Buy |
3,952
+24
| +0.6% | +$16.3K | 0.56% | 21 |
|
|
2021
Q1 | $2.62M | Buy |
3,928
+19
| +0.5% | +$12.7K | 0.56% | 20 |
|
|
2020
Q4 | $2.76M | Buy |
3,909
+188
| +5% | +$133K | 0.64% | 17 |
|
|
2020
Q3 | $1.6M | Buy |
3,721
+2,993
| +411% | +$1.28M | 0.44% | 23 |
|
|
2020
Q2 | $786K | Buy |
728
+14
| +2% | +$15.1K | 0.24% | 40 |
|
|
2020
Q1 | $374K | Sell |
714
-948
| -57% | -$497K | 0.14% | 70 |
|
|
2019
Q4 | $695K | Buy |
1,662
+5
| +0.3% | +$2.09K | 0.26% | 51 |
|
|
2019
Q3 | $399K | Buy |
1,657
+6
| +0.4% | +$1.45K | 0.16% | 73 |
|
|
2019
Q2 | $369K | Buy |
1,651
+106
| +7% | +$23.7K | 0.15% | 77 |
|
|
2019
Q1 | $432K | Buy |
1,545
+9
| +0.6% | +$2.52K | 0.19% | 66 |
|
|
2018
Q4 | $511K | Buy |
1,536
+5
| +0.3% | +$1.66K | 0.27% | 47 |
|
|
2018
Q3 | $405K | Buy |
1,531
+15
| +1% | +$3.97K | 0.19% | 61 |
|
|
2018
Q2 | $520K | Buy |
1,516
+3
| +0.2% | +$1.03K | 0.26% | 45 |
|
|
2018
Q1 | $403K | Buy |
1,513
+1,180
| +354% | +$314K | 0.25% | 46 |
|
|
2017
Q4 | $104K | Buy |
333
+3
| +0.9% | +$937 | 0.06% | 112 |
|
|
2017
Q3 | $113K | Buy |
330
+6
| +2% | +$2.06K | 0.07% | 102 |
|
|
2017
Q2 | $117K | Hold |
324
| – | – | 0.08% | 100 |
|
|
2017
Q1 | $90K | Hold |
324
| – | – | 0.06% | 124 |
|
|
2016
Q4 | $69K | Sell |
324
-50
| -13% | -$10.6K | 0.05% | 156 |
|
|
2016
Q3 | $76K | Buy |
374
+150
| +67% | +$30.5K | 0.06% | 119 |
|
|
2016
Q2 | $48K | Hold |
224
| – | – | 0.04% | 140 |
|
|
2016
Q1 | $51K | Hold |
224
| – | – | 0.05% | 135 |
|
|
2015
Q4 | $54K | Hold |
224
| – | – | 0.05% | 136 |
|
|
2015
Q3 | $56K | Hold |
224
| – | – | 0.05% | 137 |
|
|
2015
Q2 | $60K | Hold |
224
| – | – | 0.05% | 135 |
|
|
2015
Q1 | $42K | Hold |
224
| – | – | 0.03% | 160 |
|
|
2014
Q4 | $50K | Buy |
+224
| New | +$50K | 0.04% | 158 |
|