NWM
Northwest Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
10,525
+108
| +1% | +$34.3K | 0.6% | 36 |
|
|
2025
Q1 | $2.7M | Buy |
10,417
+510
| +5% | +$132K | 0.54% | 41 |
|
|
2024
Q4 | $4M | Buy |
9,907
+382
| +4% | +$154K | 0.85% | 30 |
|
|
2024
Q3 | $2.49M | Sell |
9,525
-480
| -5% | -$126K | 0.58% | 43 |
|
|
2024
Q2 | $1.98M | Buy |
10,005
+4
| +0% | +$792 | 0.51% | 43 |
|
|
2024
Q1 | $1.76M | Sell |
10,001
-6
| -0.1% | -$1.06K | 0.48% | 44 |
|
|
2023
Q4 | $2.49M | Buy |
10,007
+142
| +1% | +$35.3K | 0.75% | 34 |
|
|
2023
Q3 | $2.47M | Sell |
9,865
-8
| -0.1% | -$2K | 0.89% | 30 |
|
|
2023
Q2 | $2.58M | Sell |
9,873
-91
| -0.9% | -$23.8K | 0.94% | 30 |
|
|
2023
Q1 | $2.07M | Buy |
9,964
+287
| +3% | +$59.5K | 0.79% | 37 |
|
|
2022
Q4 | $1.19M | Buy |
9,677
+1,992
| +26% | +$245K | 0.51% | 51 |
|
|
2022
Q3 | $2.04M | Buy |
7,685
+5,201
| +209% | +$1.38M | 0.9% | 39 |
|
|
2022
Q2 | $1.67M | Buy |
2,484
+223
| +10% | +$150K | 0.73% | 42 |
|
|
2022
Q1 | $2.44M | Buy |
2,261
+8
| +0.4% | +$8.62K | 1.19% | 28 |
|
|
2021
Q4 | $2.38M | Sell |
2,253
-5
| -0.2% | -$5.28K | 1.11% | 26 |
|
|
2021
Q3 | $1.75M | Buy |
2,258
+301
| +15% | +$233K | 0.87% | 32 |
|
|
2021
Q2 | $1.33M | Sell |
1,957
-43
| -2% | -$29.2K | 0.7% | 40 |
|
|
2021
Q1 | $1.34M | Sell |
2,000
-38
| -2% | -$25.4K | 0.84% | 35 |
|
|
2020
Q4 | $1.44M | Sell |
2,038
-110
| -5% | -$77.6K | 0.99% | 30 |
|
|
2020
Q3 | $922K | Buy |
2,148
+1,818
| +551% | +$780K | 0.76% | 38 |
|
|
2020
Q2 | $356K | Buy |
+330
| New | +$356K | 0.31% | 68 |
|
|
2018
Q3 | – | Sell |
-300
| Closed | -$103K | – | 536 |
|
|
2018
Q2 | $103K | Buy |
+300
| New | +$103K | 0.08% | 147 |
|