GWWM
Great Waters Wealth Management’s Tesla TSLA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.18M | Buy |
3,709
+91
| +3% | +$28.9K | 0.15% | 36 |
|
2025
Q1 | $938K | Sell |
3,618
-702
| -16% | -$182K | 0.13% | 44 |
|
2024
Q4 | $1.74M | Buy |
4,320
+780
| +22% | +$315K | 0.22% | 28 |
|
2024
Q3 | $926K | Buy |
3,540
+286
| +9% | +$74.8K | 0.12% | 44 |
|
2024
Q2 | $644K | Buy |
3,254
+180
| +6% | +$35.6K | 0.1% | 55 |
|
2024
Q1 | $540K | Buy |
3,074
+208
| +7% | +$36.6K | 0.09% | 57 |
|
2023
Q4 | $683K | Sell |
2,866
-174
| -6% | -$41.5K | 0.12% | 52 |
|
2023
Q3 | $792K | Buy |
3,040
+36
| +1% | +$9.38K | 0.16% | 48 |
|
2023
Q2 | $786K | Buy |
3,004
+17
| +0.6% | +$4.45K | 0.16% | 46 |
|
2023
Q1 | $493K | Buy |
2,987
+95
| +3% | +$15.7K | 0.1% | 59 |
|
2022
Q4 | $418K | Buy |
+2,892
| New | +$418K | 0.09% | 65 |
|