WAM
WNY Asset Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Sell |
2,538
-32
| -1% | -$10.2K | 0.09% | 98 |
|
|
2025
Q1 | $666K | Buy |
2,570
+134
| +6% | +$34.7K | 0.08% | 121 |
|
|
2024
Q4 | $984K | Sell |
2,436
-454
| -16% | -$183K | 0.12% | 83 |
|
|
2024
Q3 | $756K | Sell |
2,890
-6
| -0.2% | -$1.57K | 0.09% | 112 |
|
|
2024
Q2 | $573K | Sell |
2,896
-38
| -1% | -$7.52K | 0.08% | 133 |
|
|
2024
Q1 | $516K | Sell |
2,934
-141
| -5% | -$24.8K | 0.08% | 143 |
|
|
2023
Q4 | $764K | Sell |
3,075
-113
| -4% | -$28.1K | 0.13% | 108 |
|
|
2023
Q3 | $798K | Buy |
3,188
+481
| +18% | +$120K | 0.16% | 91 |
|
|
2023
Q2 | $709K | Sell |
2,707
-10
| -0.4% | -$2.62K | 0.15% | 89 |
|
|
2023
Q1 | $564K | Buy |
2,717
+171
| +7% | +$35.5K | 0.13% | 106 |
|
|
2022
Q4 | $314K | Buy |
2,546
+45
| +2% | +$5.54K | 0.08% | 144 |
|
|
2022
Q3 | $664K | Buy |
2,501
+1,719
| +220% | +$456K | 0.24% | 82 |
|
|
2022
Q2 | $526K | Buy |
782
+153
| +24% | +$103K | 0.18% | 99 |
|
|
2022
Q1 | $678K | Buy |
629
+32
| +5% | +$34.5K | 0.21% | 85 |
|
|
2021
Q4 | $630K | Sell |
597
-21
| -3% | -$22.2K | 0.19% | 88 |
|
|
2021
Q3 | $481K | Sell |
618
-4
| -0.6% | -$3.11K | 0.17% | 92 |
|
|
2021
Q2 | $423K | Buy |
622
+5
| +0.8% | +$3.4K | 0.15% | 94 |
|
|
2021
Q1 | $413K | Sell |
617
-41
| -6% | -$27.4K | 0.16% | 82 |
|
|
2020
Q4 | $464K | Buy |
+658
| New | +$464K | 0.23% | 50 |
|