JPWM
Jamison Private Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Buy |
21,831
+458
| +2% | +$145K | 1% | 35 |
|
|
2025
Q1 | $5.54M | Buy |
21,373
+809
| +4% | +$210K | 0.84% | 41 |
|
|
2024
Q4 | $8.3M | Buy |
20,564
+986
| +5% | +$398K | 1.23% | 28 |
|
|
2024
Q3 | $5.12M | Buy |
19,578
+843
| +4% | +$221K | 0.78% | 44 |
|
|
2024
Q2 | $3.71M | Buy |
18,735
+562
| +3% | +$111K | 0.62% | 50 |
|
|
2024
Q1 | $3.19M | Buy |
18,173
+510
| +3% | +$89.7K | 0.54% | 52 |
|
|
2023
Q4 | $4.39M | Buy |
17,663
+326
| +2% | +$81K | 0.82% | 43 |
|
|
2023
Q3 | $4.34M | Buy |
+17,337
| New | +$4.34M | 0.9% | 38 |
|