LWAM
Legacy Wealth Asset Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Sell |
3,028
-27
| -0.9% | -$8.58K | 0.24% | 106 |
|
|
2025
Q1 | $792K | Buy |
3,055
+35
| +1% | +$9.07K | 0.22% | 130 |
|
|
2024
Q4 | $1.22M | Buy |
3,020
+1,984
| +192% | +$801K | 0.33% | 78 |
|
|
2024
Q3 | $271K | Buy |
1,036
+12
| +1% | +$3.14K | 0.07% | 316 |
|
|
2024
Q2 | $203K | Sell |
1,024
-161
| -14% | -$31.9K | 0.06% | 327 |
|
|
2024
Q1 | $208K | Buy |
1,185
+234
| +25% | +$41.1K | 0.06% | 331 |
|
|
2023
Q4 | $236K | Buy |
+951
| New | +$236K | 0.08% | 318 |
|
|
2023
Q3 | – | Sell |
-1,010
| Closed | -$264K | – | 346 |
|
|
2023
Q2 | $264K | Buy |
+1,010
| New | +$264K | 0.09% | 300 |
|
|
2022
Q3 | – | Sell |
-3,905
| Closed | -$2.63M | – | 365 |
|
|
2022
Q2 | $2.63M | Buy |
+3,905
| New | +$2.63M | 1.07% | 11 |
|