MSWM
McGlone Suttner Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
4,861
+466
| +11% | +$148K | 0.23% | 48 |
|
|
2025
Q1 | $1.14M | Buy |
4,395
+128
| +3% | +$33.2K | 0.19% | 62 |
|
|
2024
Q4 | $1.72M | Buy |
4,267
+136
| +3% | +$54.9K | 0.29% | 38 |
|
|
2024
Q3 | $1.08M | Sell |
4,131
-1,319
| -24% | -$345K | 0.22% | 60 |
|
|
2024
Q2 | $1.35M | Buy |
5,450
+493
| +10% | +$123K | 0.28% | 36 |
|
|
2024
Q1 | $871K | Sell |
4,957
-493
| -9% | -$86.7K | 0.16% | 67 |
|
|
2023
Q4 | $1.35M | Buy |
5,450
+206
| +4% | +$51.2K | 0.27% | 36 |
|
|
2023
Q3 | $1.31M | Buy |
5,244
+181
| +4% | +$45.3K | 0.3% | 33 |
|
|
2023
Q2 | $1.33M | Buy |
5,063
+280
| +6% | +$73.3K | 0.3% | 35 |
|
|
2023
Q1 | $992K | Buy |
4,783
+212
| +5% | +$44K | 0.26% | 42 |
|
|
2022
Q4 | $563K | Buy |
+4,571
| New | +$563K | 0.18% | 66 |
|