IWS
Insight Wealth Strategies’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Sell |
2,757
-106
| -4% | -$31.9K | 0.1% | 106 |
|
|
2025
Q1 | $742K | Buy |
2,863
+143
| +5% | +$37.1K | 0.1% | 107 |
|
|
2024
Q4 | $1.1M | Sell |
2,720
-10
| -0.4% | -$4.04K | 0.15% | 103 |
|
|
2024
Q3 | $714K | Sell |
2,730
-75
| -3% | -$19.6K | 0.09% | 120 |
|
|
2024
Q2 | $555K | Buy |
2,805
+104
| +4% | +$20.6K | 0.08% | 126 |
|
|
2024
Q1 | $475K | Buy |
2,701
+23
| +0.9% | +$4.04K | 0.07% | 135 |
|
|
2023
Q4 | $665K | Sell |
2,678
-84
| -3% | -$20.9K | 0.11% | 122 |
|
|
2023
Q3 | $691K | Buy |
2,762
+33
| +1% | +$8.26K | 0.13% | 109 |
|
|
2023
Q2 | $714K | Sell |
2,729
-30
| -1% | -$7.85K | 0.14% | 103 |
|
|
2023
Q1 | $572K | Buy |
2,759
+75
| +3% | +$15.6K | 0.11% | 103 |
|
|
2022
Q4 | $331K | Buy |
2,684
+1,811
| +207% | +$223K | 0.06% | 118 |
|
|
2022
Q3 | $588K | Hold |
873
| – | – | 0.11% | 110 |
|
|
2022
Q2 | $588K | Buy |
873
+10
| +1% | +$6.74K | 0.11% | 110 |
|
|
2022
Q1 | $930K | Buy |
863
+3
| +0.3% | +$3.23K | 0.14% | 106 |
|
|
2021
Q4 | $909K | Sell |
860
-4
| -0.5% | -$4.23K | 0.13% | 104 |
|
|
2021
Q3 | $670K | Buy |
864
+12
| +1% | +$9.31K | 0.09% | 132 |
|
|
2021
Q2 | $579K | Sell |
852
-19
| -2% | -$12.9K | 0.08% | 136 |
|
|
2021
Q1 | $582K | Buy |
871
+1
| +0.1% | +$668 | 0.08% | 136 |
|
|
2020
Q4 | $614K | Hold |
870
| – | – | 0.1% | 102 |
|
|
2020
Q3 | $373K | Buy |
+870
| New | +$373K | 0.07% | 124 |
|