RWM
Reston Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
1,094
+102
| +10% | +$32.4K | 0.12% | 37 |
|
|
2025
Q1 | $257K | Buy |
992
+43
| +5% | +$11.1K | 0.1% | 43 |
|
|
2024
Q4 | $383K | Sell |
949
-133
| -12% | -$53.7K | 0.14% | 34 |
|
|
2024
Q3 | $283K | Hold |
1,082
| – | – | 0.1% | 42 |
|
|
2024
Q2 | $214K | Buy |
+1,082
| New | +$214K | 0.09% | 49 |
|
|
2024
Q1 | – | Sell |
-1,090
| Closed | -$271K | – | 56 |
|
|
2023
Q4 | $271K | Buy |
1,090
+225
| +26% | +$55.9K | 0.12% | 41 |
|
|
2023
Q3 | $216K | Buy |
865
+52
| +6% | +$13K | 0.11% | 48 |
|
|
2023
Q2 | $213K | Buy |
+813
| New | +$213K | 0.1% | 45 |
|
|
2022
Q4 | – | Sell |
-822
| Closed | -$218K | – | 52 |
|
|
2022
Q3 | $218K | Buy |
822
+455
| +124% | +$121K | 0.13% | 46 |
|
|
2022
Q2 | $247K | Sell |
367
-44
| -11% | -$29.6K | 0.14% | 51 |
|
|
2022
Q1 | $443K | Buy |
411
+8
| +2% | +$8.62K | 0.23% | 34 |
|
|
2021
Q4 | $426K | Hold |
403
| – | – | 0.21% | 34 |
|
|
2021
Q3 | $313K | Buy |
403
+25
| +7% | +$19.4K | 0.16% | 35 |
|
|
2021
Q2 | $257K | Sell |
378
-93
| -20% | -$63.2K | 0.13% | 44 |
|
|
2021
Q1 | $315K | Sell |
471
-118
| -20% | -$78.9K | 0.17% | 34 |
|
|
2020
Q4 | $416K | Buy |
589
+45
| +8% | +$31.8K | 0.24% | 31 |
|
|
2020
Q3 | $233K | Buy |
+544
| New | +$233K | 0.15% | 38 |
|