MWM
MinichMacGregor Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Sell |
2,609
-348
| -12% | -$111K | 0.18% | 55 |
|
|
2025
Q1 | $766K | Sell |
2,957
-1,594
| -35% | -$413K | 0.17% | 56 |
|
|
2024
Q4 | $1.84M | Buy |
4,551
+586
| +15% | +$237K | 0.38% | 49 |
|
|
2024
Q3 | $1.04M | Sell |
3,965
-60
| -1% | -$15.7K | 0.22% | 52 |
|
|
2024
Q2 | $796K | Buy |
4,025
+57
| +1% | +$11.3K | 0.19% | 53 |
|
|
2024
Q1 | $695K | Buy |
3,968
+21
| +0.5% | +$3.68K | 0.18% | 59 |
|
|
2023
Q4 | $981K | Sell |
3,947
-395
| -9% | -$98.2K | 0.28% | 43 |
|
|
2023
Q3 | $1.09M | Buy |
4,342
+75
| +2% | +$18.8K | 0.36% | 50 |
|
|
2023
Q2 | $1.12M | Sell |
4,267
-19
| -0.4% | -$4.97K | 0.35% | 49 |
|
|
2023
Q1 | $889K | Buy |
4,286
+230
| +6% | +$47.7K | 0.29% | 48 |
|
|
2022
Q4 | $500K | Buy |
4,056
+559
| +16% | +$68.9K | 0.18% | 50 |
|
|
2022
Q3 | $927K | Buy |
3,497
+2,372
| +211% | +$629K | 0.37% | 46 |
|
|
2022
Q2 | $757K | Buy |
1,125
+10
| +0.9% | +$6.73K | 0.31% | 42 |
|
|
2022
Q1 | $1.2M | Sell |
1,115
-54
| -5% | -$58.2K | 0.38% | 48 |
|
|
2021
Q4 | $1.24M | Buy |
1,169
+291
| +33% | +$307K | 0.38% | 47 |
|
|
2021
Q3 | $680K | Buy |
878
+101
| +13% | +$78.2K | 0.23% | 49 |
|
|
2021
Q2 | $528K | Sell |
777
-90
| -10% | -$61.2K | 0.19% | 52 |
|
|
2021
Q1 | $578K | Buy |
867
+180
| +26% | +$120K | 0.22% | 52 |
|
|
2020
Q4 | $486K | Buy |
687
+105
| +18% | +$74.3K | 0.2% | 54 |
|
|
2020
Q3 | $249K | Buy |
+582
| New | +$249K | 0.12% | 52 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$15K | – | 485 |
|
|
2018
Q3 | $15K | Hold |
50
| – | – | 0.01% | 263 |
|
|
2018
Q2 | $16K | Sell |
50
-1
| -2% | -$320 | 0.01% | 237 |
|
|
2018
Q1 | $13K | Buy |
51
+1
| +2% | +$255 | 0.01% | 272 |
|
|
2017
Q4 | $15K | Hold |
50
| – | – | 0.01% | 247 |
|
|
2017
Q3 | $17K | Hold |
50
| – | – | 0.01% | 215 |
|
|
2017
Q2 | $18K | Hold |
50
| – | – | 0.02% | 207 |
|
|
2017
Q1 | $13K | Sell |
50
-46
| -48% | -$12K | 0.01% | 240 |
|
|
2016
Q4 | $20K | Buy |
96
+5
| +5% | +$1.04K | 0.02% | 182 |
|
|
2016
Q3 | $18K | Buy |
91
+42
| +86% | +$8.31K | 0.02% | 196 |
|
|
2016
Q2 | $10K | Buy |
49
+28
| +133% | +$5.71K | 0.01% | 260 |
|
|
2016
Q1 | $4K | Buy |
21
+4
| +24% | +$762 | ﹤0.01% | 331 |
|
|
2015
Q4 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 301 |
|