WCWM
Willow Creek Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-600
| Closed | -$242K | – | 161 |
|
|
2024
Q4 | $242K | Buy |
+600
| New | +$242K | 0.02% | 139 |
|
|
2024
Q1 | – | Sell |
-926
| Closed | -$230K | – | 155 |
|
|
2023
Q4 | $230K | Sell |
926
-232
| -20% | -$57.6K | 0.03% | 135 |
|
|
2023
Q3 | $290K | Sell |
1,158
-20,221
| -95% | -$5.06M | 0.04% | 108 |
|
|
2023
Q2 | $5.6M | Buy |
21,379
+20,338
| +1,954% | +$5.32M | 0.79% | 23 |
|
|
2023
Q1 | $216K | Buy |
+1,041
| New | +$216K | 0.03% | 125 |
|
|
2022
Q4 | – | Sell |
-21,135
| Closed | -$5.61M | – | 136 |
|
|
2022
Q3 | $5.61M | Buy |
21,135
+14,223
| +206% | +$3.77M | 1.09% | 16 |
|
|
2022
Q2 | $4.66M | Buy |
+6,912
| New | +$4.66M | 0.86% | 18 |
|
|
2019
Q4 | – | Sell |
-1,215
| Closed | -$293K | – | 89 |
|
|
2019
Q3 | $293K | Hold |
1,215
| – | – | 0.14% | 60 |
|
|
2019
Q2 | $272K | Hold |
1,215
| – | – | 0.13% | 62 |
|
|
2019
Q1 | $340K | Hold |
1,215
| – | – | 0.17% | 44 |
|
|
2018
Q4 | $404K | Hold |
1,215
| – | – | 0.21% | 37 |
|
|
2018
Q3 | $322K | Hold |
1,215
| – | – | 0.18% | 42 |
|
|
2018
Q2 | $417K | Sell |
1,215
-151
| -11% | -$51.8K | 0.23% | 37 |
|
|
2018
Q1 | $364K | Buy |
+1,366
| New | +$364K | 0.19% | 42 |
|