MWM
Mattern Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
905
+21
| +2% | +$6.67K | 0.06% | 127 |
|
|
2025
Q1 | $229K | Buy |
884
+127
| +17% | +$32.9K | 0.05% | 151 |
|
|
2024
Q4 | $306K | Buy |
+757
| New | +$306K | 0.07% | 135 |
|
|
2024
Q1 | – | Sell |
-1,011
| Closed | -$251K | – | 184 |
|
|
2023
Q4 | $251K | Buy |
1,011
+108
| +12% | +$26.8K | 0.06% | 150 |
|
|
2023
Q3 | $226K | Sell |
903
-65
| -7% | -$16.3K | 0.07% | 153 |
|
|
2023
Q2 | $253K | Buy |
+968
| New | +$253K | 0.07% | 144 |
|
|
2022
Q2 | – | Sell |
-188
| Closed | -$203K | – | 163 |
|
|
2022
Q1 | $203K | Buy |
+188
| New | +$203K | 0.07% | 155 |
|
|
2021
Q2 | – | Sell |
-1,517
| Closed | -$1.01M | – | 177 |
|
|
2021
Q1 | $1.01M | Buy |
1,517
+100
| +7% | +$66.8K | 0.36% | 78 |
|
|
2020
Q4 | $1M | Buy |
1,417
+7
| +0.5% | +$4.94K | 0.38% | 76 |
|
|
2020
Q3 | $605K | Buy |
1,410
+1,136
| +415% | +$487K | 0.26% | 85 |
|
|
2020
Q2 | $296K | Buy |
+274
| New | +$296K | 0.14% | 115 |
|