SSW
Smith Shellnut Wilson’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Hold |
1,335
| – | – | 0.18% | 80 |
|
|
2025
Q1 | $346K | Hold |
1,335
| – | – | 0.16% | 99 |
|
|
2024
Q4 | $539K | Hold |
1,335
| – | – | 0.24% | 72 |
|
|
2024
Q3 | $349K | Hold |
1,335
| – | – | 0.16% | 96 |
|
|
2024
Q2 | $264K | Hold |
1,335
| – | – | 0.13% | 115 |
|
|
2024
Q1 | $235K | Hold |
1,335
| – | – | 0.12% | 117 |
|
|
2023
Q4 | $332K | Hold |
1,335
| – | – | 0.19% | 88 |
|
|
2023
Q3 | $334K | Hold |
1,335
| – | – | 0.2% | 87 |
|
|
2023
Q2 | $349K | Hold |
1,335
| – | – | 0.2% | 89 |
|
|
2023
Q1 | $277K | Buy |
+1,335
| New | +$277K | 0.17% | 102 |
|
|
2022
Q4 | – | Sell |
-1,665
| Closed | -$442K | – | 132 |
|
|
2022
Q3 | $442K | Buy |
1,665
+1,110
| +200% | – | 0.29% | 61 |
|
|
2022
Q2 | $374K | Hold |
555
| – | – | 0.23% | 75 |
|
|
2022
Q1 | $598K | Hold |
555
| – | – | 0.31% | 57 |
|
|
2021
Q4 | $587K | Hold |
555
| – | – | 0.29% | 64 |
|
|
2021
Q3 | $430K | Hold |
555
| – | – | 0.25% | 78 |
|
|
2021
Q2 | $377K | Hold |
555
| – | – | 0.22% | 85 |
|
|
2021
Q1 | $371K | Hold |
555
| – | – | 0.23% | 83 |
|
|
2020
Q4 | $392K | Hold |
555
| – | – | 0.23% | 76 |
|
|
2020
Q3 | $238 | Buy |
+555
| New | +$238 | 0.09% | 111 |
|