RWB
RMR Wealth Builders’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
12,599
+220
| +2% | +$69.9K | 0.36% | 39 |
|
|
2025
Q1 | $3.21M | Sell |
12,379
-2,997
| -19% | -$777K | 0.34% | 40 |
|
|
2024
Q4 | $6.21M | Buy |
15,376
+6,439
| +72% | +$2.6M | 0.64% | 25 |
|
|
2024
Q3 | $2.34M | Buy |
8,937
+456
| +5% | +$119K | 0.25% | 49 |
|
|
2024
Q2 | $1.68M | Buy |
8,481
+809
| +11% | +$160K | 0.19% | 66 |
|
|
2024
Q1 | $1.35M | Sell |
7,672
-4,532
| -37% | -$797K | 0.16% | 77 |
|
|
2023
Q4 | $3.03M | Sell |
12,204
-446
| -4% | -$111K | 0.43% | 33 |
|
|
2023
Q3 | $3.17M | Buy |
12,650
+3,135
| +33% | +$784K | 0.51% | 28 |
|
|
2023
Q2 | $2.49M | Buy |
9,515
+172
| +2% | +$45K | 0.42% | 32 |
|
|
2023
Q1 | $1.94M | Buy |
9,343
+5,252
| +128% | +$1.09M | 0.37% | 36 |
|
|
2022
Q4 | $504K | Sell |
4,091
-458
| -10% | -$56.4K | 0.11% | 95 |
|
|
2022
Q3 | $1.21M | Buy |
4,549
+3,083
| +210% | +$818K | 0.3% | 40 |
|
|
2022
Q2 | $987K | Sell |
1,466
-348
| -19% | -$234K | 0.25% | 60 |
|
|
2022
Q1 | $1.96M | Buy |
1,814
+176
| +11% | +$190K | 0.42% | 38 |
|
|
2021
Q4 | $1.73M | Buy |
1,638
+231
| +16% | +$244K | 0.5% | 32 |
|
|
2021
Q3 | $1.09M | Buy |
1,407
+66
| +5% | +$51.2K | 0.32% | 50 |
|
|
2021
Q2 | $911K | Sell |
1,341
-789
| -37% | -$536K | 0.3% | 55 |
|
|
2021
Q1 | $1.42M | Buy |
2,130
+1,621
| +318% | +$1.08M | 0.37% | 41 |
|
|
2020
Q4 | $359K | Sell |
509
-1,616
| -76% | -$1.14M | 0.18% | 94 |
|
|
2020
Q3 | $912K | Buy |
2,125
+2,105
| +10,525% | +$903K | 0.24% | 70 |
|
|
2020
Q2 | $22K | Buy |
+20
| New | +$22K | 0.02% | 303 |
|
|
2019
Q4 | $8K | Buy |
+20
| New | +$8K | 0.01% | 356 |
|