LWA
Lineweaver Wealth Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Buy |
15,034
+1,351
| +10% | +$429K | 0.75% | 32 |
|
|
2025
Q1 | $3.55M | Buy |
13,683
+1,871
| +16% | +$485K | 0.6% | 35 |
|
|
2024
Q4 | $4.77M | Buy |
11,812
+596
| +5% | +$241K | 0.88% | 28 |
|
|
2024
Q3 | $2.93M | Buy |
11,216
+472
| +4% | +$123K | 0.56% | 38 |
|
|
2024
Q2 | $2.13M | Sell |
10,744
-301
| -3% | -$59.6K | 0.44% | 41 |
|
|
2024
Q1 | $1.94M | Buy |
11,045
+1,884
| +21% | +$331K | 0.46% | 45 |
|
|
2023
Q4 | $2.28M | Buy |
9,161
+1,271
| +16% | +$316K | 0.59% | 35 |
|
|
2023
Q3 | $1.97M | Buy |
7,890
+1,100
| +16% | +$275K | 0.57% | 35 |
|
|
2023
Q2 | $1.78M | Buy |
6,790
+23
| +0.3% | +$6.02K | 0.51% | 43 |
|
|
2023
Q1 | $1.4M | Buy |
6,767
+282
| +4% | +$58.5K | 0.43% | 54 |
|
|
2022
Q4 | $799K | Buy |
6,485
+670
| +12% | +$82.5K | 0.24% | 76 |
|
|
2022
Q3 | $1.54M | Buy |
5,815
+3,862
| +198% | +$1.02M | 0.5% | 44 |
|
|
2022
Q2 | $1.32M | Buy |
1,953
+92
| +5% | +$61.9K | 0.43% | 47 |
|
|
2022
Q1 | $2.01M | Buy |
1,861
+103
| +6% | +$111K | 0.57% | 33 |
|
|
2021
Q4 | $1.86M | Sell |
1,758
-1,620
| -48% | -$1.71M | 0.54% | 33 |
|
|
2021
Q3 | $2.62M | Buy |
3,378
+5
| +0.1% | +$3.88K | 0.8% | 27 |
|
|
2021
Q2 | $2.29M | Hold |
3,373
| – | – | 0.75% | 29 |
|
|
2021
Q1 | $2.25M | Buy |
3,373
+10
| +0.3% | +$6.68K | 0.8% | 26 |
|
|
2020
Q4 | $2.37M | Buy |
3,363
+30
| +0.9% | +$21.2K | 0.93% | 24 |
|
|
2020
Q3 | $1.43M | Buy |
3,333
+2,604
| +357% | +$1.12M | 0.64% | 28 |
|
|
2020
Q2 | $787K | Buy |
729
+30
| +4% | +$32.4K | 0.4% | 33 |
|
|
2020
Q1 | $376K | Buy |
699
+58
| +9% | +$31.2K | 0.24% | 48 |
|
|
2019
Q4 | $268K | Buy |
+641
| New | +$268K | 0.15% | 55 |
|