SP
SWS Partners’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Sell |
1,278
-10
| -0.8% | -$3.18K | 0.11% | 107 |
|
|
2025
Q1 | $334K | Sell |
1,288
-640
| -33% | -$166K | 0.11% | 102 |
|
|
2024
Q4 | $779K | Buy |
1,928
+980
| +103% | +$396K | 0.24% | 99 |
|
|
2024
Q3 | $248K | Hold |
948
| – | – | 0.08% | 112 |
|
|
2024
Q2 | $188K | Sell |
948
-997
| -51% | -$197K | 0.06% | 118 |
|
|
2024
Q1 | $342K | Buy |
+1,945
| New | +$342K | 0.1% | 104 |
|
|
2023
Q2 | – | Sell |
-1,522
| Closed | -$316K | – | 117 |
|
|
2023
Q1 | $316K | Buy |
+1,522
| New | +$316K | 0.12% | 109 |
|
|
2022
Q2 | – | Sell |
-243
| Closed | -$262K | – | 111 |
|
|
2022
Q1 | $262K | Sell |
243
-245
| -50% | -$264K | 0.17% | 70 |
|
|
2021
Q4 | $516K | Hold |
488
| – | – | 0.29% | 71 |
|
|
2021
Q3 | $378K | Hold |
488
| – | – | 0.23% | 74 |
|
|
2021
Q2 | $332K | Hold |
488
| – | – | 0.22% | 72 |
|
|
2021
Q1 | $326K | Hold |
488
| – | – | 0.22% | 74 |
|
|
2020
Q4 | $344K | Buy |
+488
| New | +$344K | 0.15% | 106 |
|
|
2018
Q3 | – | Sell |
-854
| Closed | -$293K | – | 104 |
|
|
2018
Q2 | $293K | Buy |
+854
| New | +$293K | 0.21% | 80 |
|