SWM
Stockman Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
1,161
+106
| +10% | +$33.7K | 0.05% | 124 |
|
|
2025
Q1 | $273K | Sell |
1,055
-775
| -42% | -$201K | 0.04% | 140 |
|
|
2024
Q4 | $739K | Sell |
1,830
-45
| -2% | -$18.2K | 0.12% | 82 |
|
|
2024
Q3 | $491K | Buy |
1,875
+257
| +16% | +$67.2K | 0.08% | 109 |
|
|
2024
Q2 | $320K | Sell |
1,618
-530
| -25% | -$105K | 0.06% | 133 |
|
|
2024
Q1 | $378K | Sell |
2,148
-77
| -3% | -$13.5K | 0.07% | 129 |
|
|
2023
Q4 | $553K | Sell |
2,225
-1,543
| -41% | -$383K | 0.11% | 93 |
|
|
2023
Q3 | $943K | Buy |
3,768
+150
| +4% | +$37.5K | 0.21% | 67 |
|
|
2023
Q2 | $947K | Buy |
3,618
+15
| +0.4% | +$3.93K | 0.2% | 67 |
|
|
2023
Q1 | $747K | Sell |
3,603
-65
| -2% | -$13.5K | 0.17% | 82 |
|
|
2022
Q4 | $452K | Buy |
3,668
+990
| +37% | +$122K | 0.1% | 119 |
|
|
2022
Q3 | $710K | Buy |
2,678
+1,882
| +236% | +$499K | 0.19% | 72 |
|
|
2022
Q2 | $536K | Buy |
796
+30
| +4% | +$20.2K | 0.14% | 93 |
|
|
2022
Q1 | $825K | Sell |
766
-8
| -1% | -$8.62K | 0.17% | 76 |
|
|
2021
Q4 | $818K | Hold |
774
| – | – | 0.17% | 79 |
|
|
2021
Q3 | $600K | Buy |
774
+62
| +9% | +$48.1K | 0.13% | 99 |
|
|
2021
Q2 | $484K | Sell |
712
-44
| -6% | -$29.9K | 0.12% | 114 |
|
|
2021
Q1 | $505K | Buy |
756
+76
| +11% | +$50.8K | 0.14% | 104 |
|
|
2020
Q4 | $480K | Buy |
680
+20
| +3% | +$14.1K | 0.15% | 100 |
|
|
2020
Q3 | $283K | Buy |
+660
| New | +$283K | 0.1% | 124 |
|