LAS
LWM Advisory Services’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
1,131
-90
| -7% | -$28.6K | 0.25% | 73 |
|
|
2025
Q1 | $323K | Buy |
1,221
+173
| +17% | +$45.8K | 0.22% | 78 |
|
|
2024
Q4 | $406K | Sell |
1,048
-701
| -40% | -$272K | 0.28% | 62 |
|
|
2024
Q3 | $458K | Buy |
1,749
+717
| +69% | +$188K | 0.34% | 56 |
|
|
2024
Q2 | $204K | Sell |
1,032
-685
| -40% | -$136K | 0.17% | 77 |
|
|
2024
Q1 | $302K | Hold |
1,717
| – | – | 0.24% | 73 |
|
|
2023
Q4 | $427K | Buy |
1,717
+225
| +15% | +$55.9K | 0.38% | 52 |
|
|
2023
Q3 | $374K | Buy |
1,492
+176
| +13% | +$44.1K | 0.4% | 50 |
|
|
2023
Q2 | $347K | Buy |
1,316
+92
| +8% | +$24.3K | 0.37% | 53 |
|
|
2023
Q1 | $254K | Buy |
+1,224
| New | +$254K | 0.27% | 66 |
|
|
2022
Q4 | – | Sell |
-3,218
| Closed | -$854K | – | 122 |
|
|
2022
Q3 | $854K | Buy |
3,218
+2,216
| +221% | +$588K | 0.97% | 22 |
|
|
2022
Q2 | $675K | Buy |
1,002
+104
| +12% | +$70.1K | 0.81% | 32 |
|
|
2022
Q1 | $968K | Buy |
898
+110
| +14% | +$119K | 1.2% | 14 |
|
|
2021
Q4 | $833K | Buy |
+788
| New | +$833K | 1.03% | 24 |
|