IFWM
Institute for Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.53M | Sell |
26,867
-272
| -1% | -$86.4K | 0.95% | 10 |
|
|
2025
Q1 | $7.03M | Sell |
27,139
-25
| -0.1% | -$6.48K | 0.9% | 11 |
|
|
2024
Q4 | $11M | Sell |
27,164
-558
| -2% | -$225K | 1.37% | 7 |
|
|
2024
Q3 | $7.25M | Sell |
27,722
-1,030
| -4% | -$269K | 0.92% | 12 |
|
|
2024
Q2 | $5.69M | Buy |
28,752
+4,175
| +17% | +$826K | 0.76% | 16 |
|
|
2024
Q1 | $4.32M | Buy |
24,577
+752
| +3% | +$132K | 0.56% | 32 |
|
|
2023
Q4 | $5.92M | Sell |
23,825
-313
| -1% | -$77.8K | 0.96% | 11 |
|
|
2023
Q3 | $6.04M | Sell |
24,138
-1,080
| -4% | -$270K | 1.09% | 11 |
|
|
2023
Q2 | $6.6M | Buy |
25,218
+1,587
| +7% | +$415K | 1.11% | 10 |
|
|
2023
Q1 | $4.9M | Sell |
23,631
-58
| -0.2% | -$12K | 0.94% | 11 |
|
|
2022
Q4 | $2.92M | Sell |
23,689
-1,221
| -5% | -$150K | 0.61% | 33 |
|
|
2022
Q3 | $6.61M | Buy |
24,910
+16,562
| +198% | +$4.39M | 1.48% | 7 |
|
|
2022
Q2 | $5.62M | Sell |
8,348
-154
| -2% | -$104K | 1.1% | 9 |
|
|
2022
Q1 | $9.16M | Sell |
8,502
-216
| -2% | -$233K | 1.48% | 6 |
|
|
2021
Q4 | $9.21M | Sell |
8,718
-27
| -0.3% | -$28.5K | 1.5% | 8 |
|
|
2021
Q3 | $6.78M | Buy |
8,745
+40
| +0.5% | +$31K | 1.19% | 10 |
|
|
2021
Q2 | $5.92M | Sell |
8,705
-71
| -0.8% | -$48.3K | 1.04% | 11 |
|
|
2021
Q1 | $5.86M | Sell |
8,776
-24
| -0.3% | -$16K | 1.11% | 10 |
|
|
2020
Q4 | $6.21M | Sell |
8,800
-89
| -1% | -$62.8K | 1.23% | 10 |
|
|
2020
Q3 | $3.81M | Buy |
8,889
+6,923
| +352% | +$2.97M | 0.87% | 21 |
|
|
2020
Q2 | $2.12M | Buy |
1,966
+206
| +12% | +$222K | 0.52% | 37 |
|
|
2020
Q1 | $922K | Sell |
1,760
-63
| -3% | -$33K | 0.28% | 89 |
|
|
2019
Q4 | $763K | Sell |
1,823
-149
| -8% | -$62.4K | 0.17% | 172 |
|
|
2019
Q3 | $475K | Sell |
1,972
-2
| -0.1% | -$482 | 0.12% | 244 |
|
|
2019
Q2 | $441K | Sell |
1,974
-834
| -30% | -$186K | 0.1% | 282 |
|
|
2019
Q1 | $786K | Sell |
2,808
-80
| -3% | -$22.4K | 0.17% | 162 |
|
|
2018
Q4 | $961K | Buy |
+2,888
| New | +$961K | 0.39% | 77 |
|
|
2018
Q1 | – | Sell |
-2,814
| Closed | -$879K | – | 385 |
|
|
2017
Q4 | $879K | Buy |
+2,814
| New | +$879K | 0.2% | 152 |
|
|
2017
Q3 | – | Sell |
-2,511
| Closed | -$906K | – | 382 |
|
|
2017
Q2 | $906K | Buy |
+2,511
| New | +$906K | 0.25% | 132 |
|