MWM
Mission Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9M | Sell |
125,695
-5,002
| -4% | -$1.59M | 0.85% | 17 |
|
|
2025
Q1 | $33.9M | Buy |
130,697
+10,990
| +9% | +$2.85M | 0.83% | 18 |
|
|
2024
Q4 | $48.3M | Sell |
119,707
-6,425
| -5% | -$2.59M | 1.13% | 15 |
|
|
2024
Q3 | $33M | Sell |
126,132
-6,309
| -5% | -$1.65M | 0.8% | 21 |
|
|
2024
Q2 | $26.2M | Sell |
132,441
-9,641
| -7% | -$1.91M | 0.69% | 26 |
|
|
2024
Q1 | $25M | Buy |
142,082
+31,208
| +28% | +$5.49M | 0.66% | 25 |
|
|
2023
Q4 | $27.5M | Sell |
110,874
-1,875
| -2% | -$466K | 0.89% | 20 |
|
|
2023
Q3 | $28.2M | Buy |
112,749
+3,597
| +3% | +$900K | 1.05% | 18 |
|
|
2023
Q2 | $28.6M | Buy |
109,152
+3,926
| +4% | +$1.03M | 1.08% | 18 |
|
|
2023
Q1 | $21.8M | Buy |
105,226
+1,964
| +2% | +$407K | 0.91% | 21 |
|
|
2022
Q4 | $12.7M | Buy |
103,262
+993
| +1% | +$122K | 0.61% | 27 |
|
|
2022
Q3 | $27.1M | Buy |
102,269
+68,284
| +201% | +$18.1M | 1.44% | 16 |
|
|
2022
Q2 | $22.9M | Buy |
33,985
+1,732
| +5% | +$1.17M | 1.2% | 16 |
|
|
2022
Q1 | $34.8M | Sell |
32,253
-1,556
| -5% | -$1.68M | 1.61% | 15 |
|
|
2021
Q4 | $35.7M | Sell |
33,809
-1,369
| -4% | -$1.45M | 1.61% | 15 |
|
|
2021
Q3 | $27.3M | Buy |
35,178
+7,081
| +25% | +$5.49M | 1.39% | 17 |
|
|
2021
Q2 | $19.1M | Buy |
28,097
+751
| +3% | +$510K | 1.01% | 18 |
|
|
2021
Q1 | $18.3M | Sell |
27,346
-4,336
| -14% | -$2.9M | 1.06% | 18 |
|
|
2020
Q4 | $22.4M | Buy |
31,682
+4,201
| +15% | +$2.96M | 1.4% | 16 |
|
|
2020
Q3 | $11.8M | Buy |
27,481
+21,912
| +393% | +$9.4M | 0.88% | 23 |
|
|
2020
Q2 | $6.01M | Sell |
5,569
-227
| -4% | -$245K | 0.52% | 34 |
|
|
2020
Q1 | $3.04M | Sell |
5,796
-602
| -9% | -$315K | 0.34% | 41 |
|
|
2019
Q4 | $2.68M | Buy |
6,398
+37
| +0.6% | +$15.5K | 0.26% | 58 |
|
|
2019
Q3 | $1.53M | Sell |
6,361
-146
| -2% | -$35.2K | 0.16% | 77 |
|
|
2019
Q2 | $1.45M | Buy |
6,507
+1,727
| +36% | +$386K | 0.16% | 77 |
|
|
2019
Q1 | $1.34M | Buy |
4,780
+29
| +0.6% | +$8.12K | 0.16% | 78 |
|
|
2018
Q4 | $1.58M | Buy |
4,751
+138
| +3% | +$45.9K | 0.21% | 62 |
|
|
2018
Q3 | $1.22M | Buy |
4,613
+39
| +0.9% | +$10.3K | 0.16% | 80 |
|
|
2018
Q2 | $1.57M | Sell |
4,574
-252
| -5% | -$86.4K | 0.23% | 56 |
|
|
2018
Q1 | $1.28M | Buy |
4,826
+84
| +2% | +$22.3K | 0.21% | 58 |
|
|
2017
Q4 | $1.48M | Sell |
4,742
-86
| -2% | -$26.8K | 0.25% | 48 |
|
|
2017
Q3 | $1.65M | Sell |
4,828
-67
| -1% | -$22.9K | 0.3% | 41 |
|
|
2017
Q2 | $1.77M | Buy |
4,895
+250
| +5% | +$90.4K | 0.34% | 38 |
|
|
2017
Q1 | $1.29M | Buy |
4,645
+186
| +4% | +$51.8K | 0.25% | 46 |
|
|
2016
Q4 | $953K | Buy |
4,459
+120
| +3% | +$25.6K | 0.19% | 61 |
|
|
2016
Q3 | $885K | Buy |
4,339
+80
| +2% | +$16.3K | 0.21% | 56 |
|
|
2016
Q2 | $904K | Buy |
4,259
+30
| +0.7% | +$6.37K | 0.24% | 45 |
|
|
2016
Q1 | $972K | Buy |
+4,229
| New | +$972K | 0.26% | 47 |
|