MSWM
Mowery & Schoenfeld Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
35,045
+33,716
| +2,537% | +$10.7M | 16.9% | 1 |
|
|
2025
Q1 | $344K | Buy |
1,329
+250
| +23% | +$64.8K | 0.67% | 32 |
|
|
2024
Q4 | $436K | Sell |
1,079
-69
| -6% | -$27.9K | 0.85% | 27 |
|
|
2024
Q3 | $300K | Sell |
1,148
-17
| -1% | -$4.45K | 0.47% | 30 |
|
|
2024
Q2 | $231K | Buy |
1,165
+283
| +32% | +$56K | 0.33% | 33 |
|
|
2024
Q1 | $155K | Sell |
882
-19
| -2% | -$3.34K | 0.3% | 38 |
|
|
2023
Q4 | $224K | Buy |
+901
| New | +$224K | 0.45% | 32 |
|