KJWM
Kiley Juergens Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Buy |
15,766
+197
| +1% | +$62.6K | 1.16% | 20 |
|
|
2025
Q1 | $4.03M | Sell |
15,569
-705
| -4% | -$183K | 1.07% | 20 |
|
|
2024
Q4 | $6.57M | Sell |
16,274
-801
| -5% | -$323K | 1.65% | 15 |
|
|
2024
Q3 | $4.47M | Sell |
17,075
-224
| -1% | -$58.6K | 1.16% | 17 |
|
|
2024
Q2 | $3.42M | Buy |
17,299
+62
| +0.4% | +$12.3K | 0.95% | 23 |
|
|
2024
Q1 | $3.03M | Buy |
17,237
+37
| +0.2% | +$6.5K | 0.94% | 26 |
|
|
2023
Q4 | $4.27M | Sell |
17,200
-71
| -0.4% | -$17.6K | 1.43% | 17 |
|
|
2023
Q3 | $4.32M | Sell |
17,271
-324
| -2% | -$81.1K | 1.56% | 16 |
|
|
2023
Q2 | $4.61M | Sell |
17,595
-25
| -0.1% | -$6.54K | 1.59% | 16 |
|
|
2023
Q1 | $3.66M | Buy |
17,620
+29
| +0.2% | +$6.02K | 1.37% | 18 |
|
|
2022
Q4 | $2.17M | Sell |
17,591
-339
| -2% | -$41.8K | 0.91% | 27 |
|
|
2022
Q3 | $4.76M | Buy |
+17,930
| New | +$4.76M | 2.24% | 12 |
|
|
2018
Q4 | – | Sell |
-1,861
| Closed | -$492K | – | 593 |
|
|
2018
Q3 | $492K | Buy |
1,861
+838
| +82% | +$222K | 0.37% | 57 |
|
|
2018
Q2 | $350K | Buy |
+1,023
| New | +$350K | 0.31% | 61 |
|
|
2018
Q1 | – | Sell |
-650
| Closed | -$202K | – | 557 |
|
|
2017
Q4 | $202K | Buy |
+650
| New | +$202K | 0.18% | 81 |
|