IWM
IHT Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.9M | Buy |
194,873
+4,632
| +2% | +$1.47M | 1.7% | 7 |
|
|
2025
Q1 | $49.3M | Buy |
190,241
+159,759
| +524% | +$41.4M | 1.54% | 6 |
|
|
2024
Q4 | $12.3M | Sell |
30,482
-12,158
| -29% | -$4.91M | 0.4% | 55 |
|
|
2024
Q3 | $11.1M | Buy |
42,640
+4,663
| +12% | +$1.21M | 0.32% | 60 |
|
|
2024
Q2 | $7.51M | Buy |
37,977
+2,553
| +7% | +$505K | 0.28% | 69 |
|
|
2024
Q1 | $6.23M | Sell |
35,424
-2,414
| -6% | -$424K | 0.25% | 85 |
|
|
2023
Q4 | $9.4M | Buy |
37,838
+1,583
| +4% | +$393K | 0.42% | 43 |
|
|
2023
Q3 | $9.07M | Buy |
36,255
+12
| +0% | +$3K | 0.46% | 37 |
|
|
2023
Q2 | $9.49M | Buy |
36,243
+2,749
| +8% | +$720K | 0.49% | 36 |
|
|
2023
Q1 | $6.95M | Buy |
33,494
+5,540
| +20% | +$1.15M | 0.4% | 49 |
|
|
2022
Q4 | $3.44M | Sell |
27,954
-2,680
| -9% | -$330K | 0.22% | 107 |
|
|
2022
Q3 | $8.13M | Buy |
30,634
+22,321
| +269% | +$5.92M | 0.62% | 24 |
|
|
2022
Q2 | $5.6M | Buy |
8,313
+737
| +10% | +$496K | 0.49% | 35 |
|
|
2022
Q1 | $8.16M | Sell |
7,576
-126
| -2% | -$136K | 0.62% | 26 |
|
|
2021
Q4 | $8.14M | Buy |
7,702
+375
| +5% | +$396K | 0.6% | 29 |
|
|
2021
Q3 | $5.68M | Sell |
7,327
-2,950
| -29% | -$2.29M | 0.46% | 42 |
|
|
2021
Q2 | $6.99M | Buy |
10,277
+1,237
| +14% | +$841K | 0.44% | 43 |
|
|
2021
Q1 | $6.04M | Buy |
9,040
+15
| +0.2% | +$10K | 0.43% | 45 |
|
|
2020
Q4 | $6.37M | Buy |
9,025
+1,371
| +18% | +$968K | 0.53% | 32 |
|
|
2020
Q3 | $3.28M | Buy |
7,654
+7,089
| +1,255% | +$3.04M | 0.33% | 67 |
|
|
2020
Q2 | $610K | Sell |
565
-513
| -48% | -$554K | 0.08% | 250 |
|
|
2020
Q1 | $565K | Buy |
1,078
+147
| +16% | +$77K | 0.08% | 266 |
|
|
2019
Q4 | $389K | Sell |
931
-377
| -29% | -$158K | 0.05% | 376 |
|
|
2019
Q3 | $315K | Buy |
1,308
+285
| +28% | +$68.6K | 0.04% | 417 |
|
|
2019
Q2 | $229K | Buy |
1,023
+130
| +15% | +$29.1K | 0.03% | 466 |
|
|
2019
Q1 | $250K | Buy |
+893
| New | +$250K | 0.04% | 403 |
|
|
2018
Q2 | – | Sell |
-383
| Closed | -$97K | – | 1288 |
|
|
2018
Q1 | $97K | Buy |
383
+15
| +4% | +$3.8K | 0.03% | 489 |
|
|
2017
Q4 | $124K | Buy |
368
+43
| +13% | +$14.5K | 0.03% | 442 |
|
|
2017
Q3 | $111K | Buy |
325
+50
| +18% | +$17.1K | 0.05% | 336 |
|
|
2017
Q2 | $2 | Buy |
275
+147
| +115% | +$1 | ﹤0.01% | 1248 |
|
|
2017
Q1 | $38K | Hold |
128
| – | – | 0.03% | 493 |
|
|
2016
Q4 | $28K | Buy |
+128
| New | +$28K | 0.02% | 535 |
|