IWC
Integrated Wealth Concepts’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7M | Buy |
115,688
+7,177
| +7% | +$2.28M | 0.37% | 51 |
|
|
2025
Q1 | $28.1M | Buy |
108,511
+5,930
| +6% | +$1.54M | 0.33% | 62 |
|
|
2024
Q4 | $41.4M | Buy |
102,581
+12,281
| +14% | +$4.96M | 0.48% | 38 |
|
|
2024
Q3 | $23.6M | Buy |
90,300
+7,791
| +9% | +$2.04M | 0.29% | 75 |
|
|
2024
Q2 | $16.3M | Buy |
82,509
+95
| +0.1% | +$18.8K | 0.22% | 101 |
|
|
2024
Q1 | $14.5M | Buy |
82,414
+9,520
| +13% | +$1.67M | 0.21% | 115 |
|
|
2023
Q4 | $18.1M | Sell |
72,894
-5,920
| -8% | -$1.47M | 0.3% | 75 |
|
|
2023
Q3 | $19.7M | Sell |
78,814
-2,529
| -3% | -$633K | 0.35% | 63 |
|
|
2023
Q2 | $21.3M | Buy |
81,343
+11,764
| +17% | +$3.08M | 0.36% | 59 |
|
|
2023
Q1 | $14.4M | Buy |
69,579
+16,701
| +32% | +$3.46M | 0.3% | 80 |
|
|
2022
Q4 | $6.51M | Buy |
52,878
+4,307
| +9% | +$530K | 0.18% | 124 |
|
|
2022
Q3 | $12.9M | Buy |
48,571
+34,108
| +236% | +$9.05M | 0.41% | 53 |
|
|
2022
Q2 | $9.74M | Buy |
14,463
+720
| +5% | +$485K | 0.3% | 73 |
|
|
2022
Q1 | $14.8M | Buy |
13,743
+502
| +4% | +$541K | 0.45% | 49 |
|
|
2021
Q4 | $14M | Buy |
13,241
+720
| +6% | +$761K | 0.42% | 57 |
|
|
2021
Q3 | $9.71M | Sell |
12,521
-150
| -1% | -$116K | 0.32% | 69 |
|
|
2021
Q2 | $8.61M | Buy |
12,671
+467
| +4% | +$317K | 0.31% | 71 |
|
|
2021
Q1 | $8.15M | Buy |
12,204
+2,436
| +25% | +$1.63M | 0.33% | 65 |
|
|
2020
Q4 | $6.89M | Buy |
9,768
+135
| +1% | +$95.3K | 0.33% | 69 |
|
|
2020
Q3 | $4.13M | Buy |
9,633
+8,022
| +498% | +$3.44M | 0.25% | 80 |
|
|
2020
Q2 | $1.74M | Sell |
1,611
-116
| -7% | -$125K | 0.13% | 118 |
|
|
2020
Q1 | $905K | Sell |
1,727
-112
| -6% | -$58.7K | 0.08% | 150 |
|
|
2019
Q4 | $769K | Sell |
1,839
-1,326
| -42% | -$554K | 0.06% | 192 |
|
|
2019
Q3 | $762K | Buy |
3,165
+509
| +19% | +$123K | 0.09% | 154 |
|
|
2019
Q2 | $593K | Buy |
2,656
+1,513
| +132% | +$338K | 0.08% | 161 |
|
|
2019
Q1 | $320K | Buy |
1,143
+418
| +58% | +$117K | 0.05% | 226 |
|
|
2018
Q4 | $241K | Sell |
725
-33
| -4% | -$11K | 0.07% | 220 |
|
|
2018
Q3 | $236K | Buy |
758
+9
| +1% | +$2.8K | 0.07% | 214 |
|
|
2018
Q2 | $251K | Buy |
+749
| New | +$251K | 0.09% | 180 |
|
|
2018
Q1 | – | Sell |
-849
| Closed | -$286K | – | 208 |
|
|
2017
Q4 | $286K | Buy |
+849
| New | +$286K | 0.12% | 142 |
|