KWA
Kingswood Wealth Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.79M | Sell |
27,662
-553
| -2% | -$176K | 0.69% | 19 |
|
|
2025
Q1 | $7.33M | Sell |
28,215
-198
| -0.7% | -$51.5K | 0.67% | 17 |
|
|
2024
Q4 | $11.5M | Sell |
28,413
-5,434
| -16% | -$2.19M | 0.86% | 16 |
|
|
2024
Q3 | $8.85M | Sell |
33,847
-7,514
| -18% | -$1.97M | 0.63% | 24 |
|
|
2024
Q2 | $8.18M | Buy |
41,361
+5,265
| +15% | +$1.04M | 0.74% | 15 |
|
|
2024
Q1 | $6.35M | Sell |
36,096
-15,925
| -31% | -$2.8M | 0.73% | 19 |
|
|
2023
Q4 | $12.9M | Buy |
52,021
+22,494
| +76% | +$5.59M | 1.47% | 7 |
|
|
2023
Q3 | $11.7M | Buy |
29,527
+6,720
| +29% | +$2.67M | 2% | 6 |
|
|
2023
Q2 | $5.97M | Buy |
+22,807
| New | +$5.97M | 1.9% | 7 |
|