SPWM
Straight Path Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.2M | Buy |
117,153
+199
| +0.2% | +$63.2K | 12.64% | 2 |
|
|
2025
Q1 | $30.3M | Buy |
116,954
+31
| +0% | +$8.03K | 12.26% | 2 |
|
|
2024
Q4 | $47.2M | Sell |
116,923
-5,420
| -4% | -$2.19M | 18.68% | 1 |
|
|
2024
Q3 | $32M | Sell |
122,343
-7,495
| -6% | -$1.96M | 13.79% | 2 |
|
|
2024
Q2 | $25.7M | Sell |
129,838
-4,924
| -4% | -$974K | 13.2% | 2 |
|
|
2024
Q1 | $23.7M | Buy |
134,762
+2,950
| +2% | +$519K | 13.3% | 2 |
|
|
2023
Q4 | $32.8M | Buy |
131,812
+117
| +0.1% | +$29.1K | 19.21% | 1 |
|
|
2023
Q3 | $33M | Buy |
131,695
+43
| +0% | +$10.8K | 22.34% | 1 |
|
|
2023
Q2 | $34.5M | Sell |
131,652
-53
| -0% | -$13.9K | 23.66% | 1 |
|
|
2023
Q1 | $27.3M | Buy |
131,705
+2,953
| +2% | +$613K | 21.73% | 1 |
|
|
2022
Q4 | $15.9M | Buy |
128,752
+262
| +0.2% | +$32.3K | 15.2% | 1 |
|
|
2022
Q3 | $34.1M | Buy |
128,490
+85,660
| +200% | +$22.7M | 30.61% | 1 |
|
|
2022
Q2 | $28.8M | Buy |
42,830
+24
| +0.1% | +$16.2K | 28.26% | 1 |
|
|
2022
Q1 | $46.1M | Buy |
42,806
+1
| +0% | +$1.08K | 39.07% | 1 |
|
|
2021
Q4 | $45.2M | Buy |
+42,805
| New | +$45.2M | 39.42% | 1 |
|