OWM
OneAscent Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
1,612
+267
| +20% | +$84.8K | 0.19% | 61 |
|
|
2025
Q1 | $349K | Sell |
1,345
-515
| -28% | -$134K | 0.15% | 82 |
|
|
2024
Q4 | $751K | Sell |
1,860
-1,815
| -49% | -$733K | 0.31% | 38 |
|
|
2024
Q3 | $961K | Sell |
3,675
-632
| -15% | -$165K | 0.36% | 28 |
|
|
2024
Q2 | $852K | Sell |
4,307
-369
| -8% | -$73K | 0.44% | 14 |
|
|
2024
Q1 | $822K | Buy |
4,676
+265
| +6% | +$46.6K | 0.32% | 33 |
|
|
2023
Q4 | $1.1M | Buy |
4,411
+924
| +26% | +$230K | 0.44% | 24 |
|
|
2023
Q3 | $873K | Buy |
3,487
+1,841
| +112% | +$461K | 0.38% | 34 |
|
|
2023
Q2 | $431K | Sell |
1,646
-677
| -29% | -$177K | 0.2% | 42 |
|
|
2023
Q1 | $482K | Sell |
2,323
-435
| -16% | -$90.3K | 0.19% | 62 |
|
|
2022
Q4 | $340K | Buy |
2,758
+460
| +20% | +$56.7K | 0.16% | 91 |
|
|
2022
Q3 | $610K | Buy |
2,298
+1,529
| +199% | +$406K | 0.32% | 28 |
|
|
2022
Q2 | $518K | Sell |
769
-38
| -5% | -$25.6K | 0.26% | 47 |
|
|
2022
Q1 | $870K | Buy |
+807
| New | +$870K | 0.43% | 28 |
|
|
2021
Q1 | $288K | Buy |
431
+13
| +3% | +$8.69K | 0.12% | 170 |
|
|
2020
Q4 | $295K | Buy |
+418
| New | +$295K | 0.13% | 156 |
|