MWM
Merriman Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.29M | Buy |
13,106
+510
| +4% | +$206K | 0.22% | 41 |
|
|
2024
Q3 | $3.3M | Sell |
12,596
-753
| -6% | -$197K | 0.13% | 63 |
|
|
2024
Q2 | $2.64M | Buy |
13,349
+728
| +6% | +$144K | 0.12% | 68 |
|
|
2024
Q1 | $2.22M | Buy |
12,621
+1,302
| +12% | +$229K | 0.1% | 70 |
|
|
2023
Q4 | $2.81M | Sell |
11,319
-384
| -3% | -$95.4K | 0.14% | 63 |
|
|
2023
Q3 | $2.93M | Sell |
11,703
-498
| -4% | -$125K | 0.15% | 48 |
|
|
2023
Q2 | $3.19M | Sell |
12,201
-150
| -1% | -$39.3K | 0.16% | 66 |
|
|
2023
Q1 | $2.56M | Sell |
12,351
-28
| -0.2% | -$5.81K | 0.13% | 60 |
|
|
2022
Q4 | $1.52M | Buy |
12,379
+663
| +6% | +$81.7K | 0.08% | 75 |
|
|
2022
Q3 | $3.11M | Buy |
11,716
+7,516
| +179% | +$1.99M | 0.2% | 34 |
|
|
2022
Q2 | $2.83M | Sell |
4,200
-11
| -0.3% | -$7.41K | 0.2% | 34 |
|
|
2022
Q1 | $4.54M | Buy |
4,211
+699
| +20% | +$753K | 0.37% | 35 |
|
|
2021
Q4 | $3.71M | Buy |
3,512
+1,412
| +67% | +$1.49M | 0.27% | 51 |
|
|
2021
Q3 | $1.63M | Sell |
2,100
-99
| -5% | -$76.8K | 0.14% | 80 |
|
|
2021
Q2 | $1.5M | Sell |
2,199
-10
| -0.5% | -$6.8K | 0.13% | 94 |
|
|
2021
Q1 | $1.48M | Sell |
2,209
-361
| -14% | -$241K | 0.17% | 79 |
|
|
2020
Q4 | $1.81M | Sell |
2,570
-70
| -3% | -$49.4K | 0.19% | 79 |
|
|
2020
Q3 | $1.13M | Buy |
2,640
+2,174
| +467% | +$933K | 0.17% | 79 |
|
|
2020
Q2 | $503K | Buy |
466
+24
| +5% | +$25.9K | 0.08% | 102 |
|
|
2020
Q1 | $232K | Buy |
+442
| New | +$232K | 0.05% | 136 |
|
|
2018
Q3 | – | Sell |
-792
| Closed | -$272K | – | 180 |
|
|
2018
Q2 | $272K | Sell |
792
-474
| -37% | -$163K | 0.06% | 144 |
|
|
2018
Q1 | $337K | Buy |
1,266
+283
| +29% | +$75.3K | 0.09% | 141 |
|
|
2017
Q4 | $306K | Buy |
983
+145
| +17% | +$45.1K | 0.07% | 140 |
|
|
2017
Q3 | $286K | Buy |
+838
| New | +$286K | 0.07% | 129 |
|