SWM
Segment Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
10,924
+2,347
| +27% | +$746K | 0.22% | 83 |
|
|
2025
Q1 | $2.22M | Buy |
8,577
+7,149
| +501% | +$1.85M | 0.15% | 92 |
|
|
2024
Q4 | $577K | Buy |
1,428
+129
| +10% | +$52.1K | 0.04% | 185 |
|
|
2024
Q3 | $340K | Buy |
1,299
+38
| +3% | +$9.94K | 0.02% | 213 |
|
|
2024
Q2 | $250K | Sell |
1,261
-136
| -10% | -$26.9K | 0.02% | 229 |
|
|
2024
Q1 | $246K | Sell |
1,397
-5,428
| -80% | -$954K | 0.02% | 226 |
|
|
2023
Q4 | $1.7M | Buy |
6,825
+1,359
| +25% | +$338K | 0.15% | 99 |
|
|
2023
Q3 | $1.37M | Buy |
5,466
+597
| +12% | +$149K | 0.14% | 99 |
|
|
2023
Q2 | $1.27M | Buy |
4,869
+129
| +3% | +$33.8K | 0.13% | 98 |
|
|
2023
Q1 | $983K | Buy |
+4,740
| New | +$983K | 0.11% | 109 |
|
|
2022
Q4 | – | Sell |
-1,044
| Closed | -$277K | – | 222 |
|
|
2022
Q3 | $277K | Buy |
1,044
+696
| +200% | +$185K | 0.03% | 183 |
|
|
2022
Q2 | $234K | Sell |
348
-469
| -57% | -$315K | 0.03% | 199 |
|
|
2022
Q1 | $880K | Sell |
817
-79
| -9% | -$85.1K | 0.09% | 127 |
|
|
2021
Q4 | $947K | Buy |
896
+570
| +175% | +$602K | 0.1% | 123 |
|
|
2021
Q3 | $253K | Sell |
326
-17
| -5% | -$13.2K | 0.03% | 197 |
|
|
2021
Q2 | $233K | Hold |
343
| – | – | 0.03% | 213 |
|
|
2021
Q1 | $229K | Buy |
343
+3
| +0.9% | +$2K | 0.03% | 211 |
|
|
2020
Q4 | $240K | Buy |
+340
| New | +$240K | 0.03% | 200 |
|