WMWM
Whitaker-Myers Wealth Managers’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
3,718
+1,007
| +37% | +$320K | 0.3% | 40 |
|
|
2025
Q1 | $702K | Sell |
2,711
-1,818
| -40% | -$471K | 0.2% | 49 |
|
|
2024
Q4 | $1.83M | Buy |
4,529
+183
| +4% | +$73.9K | 0.53% | 24 |
|
|
2024
Q3 | $1.14M | Sell |
4,346
-814
| -16% | -$213K | 0.38% | 39 |
|
|
2024
Q2 | $1.02M | Buy |
5,160
+820
| +19% | +$162K | 0.38% | 38 |
|
|
2024
Q1 | $763K | Buy |
4,340
+992
| +30% | +$174K | 0.32% | 51 |
|
|
2023
Q4 | $832K | Buy |
3,348
+791
| +31% | +$197K | 0.41% | 39 |
|
|
2023
Q3 | $640K | Sell |
2,557
-42
| -2% | -$10.5K | 0.4% | 42 |
|
|
2023
Q2 | $680K | Sell |
2,599
-944
| -27% | -$247K | 0.46% | 39 |
|
|
2023
Q1 | $735K | Buy |
3,543
+1,760
| +99% | +$365K | 0.57% | 38 |
|
|
2022
Q4 | $220K | Buy |
+1,783
| New | +$220K | 0.21% | 64 |
|