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M Wealth Management LLC’s Tesla TSLA Stock Holding History

M Wealth Management LLC’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$280K Hold
880
– – 0.26% 36
2025
Q1 		$228K Hold
880
– – 0.21% 41
2024
Q4 		$355K Buy
+880
New +$355K 0.32% 33