WAM
Weatherly Asset Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
9,257
+49
| +0.5% | +$15.6K | 0.25% | 65 |
|
|
2025
Q1 | $2.39M | Sell |
9,208
-5,771
| -39% | -$1.5M | 0.21% | 70 |
|
|
2024
Q4 | $6.05M | Buy |
14,979
+40
| +0.3% | +$16.2K | 0.54% | 37 |
|
|
2024
Q3 | $3.91M | Buy |
14,939
+248
| +2% | +$64.9K | 0.34% | 50 |
|
|
2024
Q2 | $2.91M | Sell |
14,691
-75
| -0.5% | -$14.8K | 0.27% | 55 |
|
|
2024
Q1 | $2.6M | Sell |
14,766
-405
| -3% | -$71.2K | 0.25% | 64 |
|
|
2023
Q4 | $3.77M | Sell |
15,171
-96
| -0.6% | -$23.9K | 0.41% | 45 |
|
|
2023
Q3 | $3.82M | Buy |
15,267
+90
| +0.6% | +$22.5K | 0.46% | 40 |
|
|
2023
Q2 | $3.97M | Sell |
15,177
-50
| -0.3% | -$13.1K | 0.46% | 42 |
|
|
2023
Q1 | $3.16M | Sell |
15,227
-35
| -0.2% | -$7.26K | 0.41% | 50 |
|
|
2022
Q4 | $1.88M | Buy |
15,262
+127
| +0.8% | +$15.6K | 0.26% | 72 |
|
|
2022
Q3 | $4.02M | Buy |
15,135
+10,040
| +197% | +$2.66M | 0.58% | 35 |
|
|
2022
Q2 | $3.43M | Sell |
5,095
-30
| -0.6% | -$20.2K | 0.48% | 43 |
|
|
2022
Q1 | $5.52M | Buy |
5,125
+275
| +6% | +$296K | 0.65% | 32 |
|
|
2021
Q4 | $5.13M | Sell |
4,850
-1,360
| -22% | -$1.44M | 0.57% | 35 |
|
|
2021
Q3 | $4.82M | Sell |
6,210
-265
| -4% | -$206K | 0.59% | 34 |
|
|
2021
Q2 | $4.4M | Hold |
6,475
| – | – | 0.55% | 36 |
|
|
2021
Q1 | $4.33M | Sell |
6,475
-485
| -7% | -$324K | 0.6% | 33 |
|
|
2020
Q4 | $4.91M | Sell |
6,960
-55
| -0.8% | -$38.8K | 0.71% | 29 |
|
|
2020
Q3 | $3.01M | Buy |
7,015
+5,584
| +390% | +$2.4M | 0.49% | 41 |
|
|
2020
Q2 | $1.55M | Buy |
1,431
+1
| +0.1% | +$1.08K | 0.27% | 69 |
|
|
2020
Q1 | $749K | Sell |
1,430
-72
| -5% | -$37.7K | 0.16% | 92 |
|
|
2019
Q4 | $628K | Hold |
1,502
| – | – | 0.12% | 122 |
|
|
2019
Q3 | $362K | Hold |
1,502
| – | – | 0.08% | 144 |
|
|
2019
Q2 | $336K | Sell |
1,502
-113
| -7% | -$25.3K | 0.07% | 149 |
|
|
2019
Q1 | $452K | Sell |
1,615
-5
| -0.3% | -$1.4K | 0.09% | 133 |
|
|
2018
Q4 | $539K | Hold |
1,620
| – | – | 0.13% | 126 |
|
|
2018
Q3 | $429K | Sell |
1,620
-520
| -24% | -$138K | 0.09% | 145 |
|
|
2018
Q2 | $734K | Hold |
2,140
| – | – | 0.17% | 103 |
|
|
2018
Q1 | $570K | Sell |
2,140
-45
| -2% | -$12K | 0.14% | 120 |
|
|
2017
Q4 | $680K | Sell |
2,185
-100
| -4% | -$31.1K | 0.16% | 112 |
|
|
2017
Q3 | $779K | Buy |
2,285
+125
| +6% | +$42.6K | 0.21% | 102 |
|
|
2017
Q2 | $781K | Buy |
2,160
+40
| +2% | +$14.5K | 0.22% | 98 |
|
|
2017
Q1 | $590K | Buy |
2,120
+120
| +6% | +$33.4K | 0.17% | 113 |
|
|
2016
Q4 | $427K | Sell |
2,000
-65
| -3% | -$13.9K | 0.14% | 128 |
|
|
2016
Q3 | $421K | Sell |
2,065
-100
| -5% | -$20.4K | 0.14% | 126 |
|
|
2016
Q2 | $460K | Hold |
2,165
| – | – | 0.15% | 124 |
|
|
2016
Q1 | $497K | Hold |
2,165
| – | – | 0.17% | 113 |
|
|
2015
Q4 | $519K | Buy |
2,165
+100
| +5% | +$24K | 0.18% | 106 |
|
|
2015
Q3 | $512K | Hold |
2,065
| – | – | 0.21% | 95 |
|
|
2015
Q2 | $553K | Buy |
2,065
+25
| +1% | +$6.7K | 0.21% | 95 |
|
|
2015
Q1 | $385K | Sell |
2,040
-85
| -4% | -$16K | 0.15% | 112 |
|
|
2014
Q4 | $473K | Sell |
2,125
-32
| -1% | -$7.12K | 0.2% | 103 |
|
|
2014
Q3 | $524K | Buy |
2,157
+52
| +2% | +$12.6K | 0.23% | 101 |
|
|
2014
Q2 | $505K | Hold |
2,105
| – | – | 0.21% | 100 |
|
|
2014
Q1 | $439K | Buy |
2,105
+95
| +5% | +$19.8K | 0.2% | 103 |
|
|
2013
Q4 | $302K | Hold |
2,010
| – | – | 0.14% | 112 |
|
|
2013
Q3 | $389K | Buy |
+2,010
| New | +$389K | 0.2% | 102 |
|