WCAMG
Woodard & Company Asset Management Group’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Buy |
1,790
+16
| +0.9% | +$5.08K | 0.1% | 71 |
|
|
2025
Q1 | $460K | Buy |
1,774
+74
| +4% | +$19.2K | 0.1% | 77 |
|
|
2024
Q4 | $687K | Hold |
1,700
| – | – | 0.15% | 64 |
|
|
2024
Q3 | $445K | Sell |
1,700
-110
| -6% | -$28.8K | 0.1% | 65 |
|
|
2024
Q2 | $358K | Buy |
1,810
+191
| +12% | +$37.8K | 0.09% | 64 |
|
|
2024
Q1 | $285K | Buy |
1,619
+14
| +0.9% | +$2.46K | 0.08% | 71 |
|
|
2023
Q4 | $399K | Sell |
1,605
-250
| -13% | -$62.1K | 0.12% | 61 |
|
|
2023
Q3 | $464K | Sell |
1,855
-302
| -14% | -$75.6K | 0.16% | 51 |
|
|
2023
Q2 | $565K | Buy |
2,157
+800
| +59% | +$209K | 0.19% | 53 |
|
|
2023
Q1 | $282K | Buy |
+1,357
| New | +$282K | 0.1% | 68 |
|
|
2022
Q4 | – | Sell |
-1,356
| Closed | -$360K | – | 104 |
|
|
2022
Q3 | $360K | Buy |
1,356
+907
| +202% | +$241K | 0.17% | 54 |
|
|
2022
Q2 | $302K | Buy |
449
+171
| +62% | +$115K | 0.12% | 60 |
|
|
2022
Q1 | $300K | Buy |
278
+2
| +0.7% | +$2.16K | 0.13% | 72 |
|
|
2021
Q4 | $292K | Buy |
276
+6
| +2% | +$6.35K | 0.14% | 71 |
|
|
2021
Q3 | $209K | Buy |
+270
| New | +$209K | 0.13% | 75 |
|
|
2021
Q1 | – | Sell |
-330
| Closed | -$233K | – | 112 |
|
|
2020
Q4 | $233K | Buy |
+330
| New | +$233K | 0.14% | 66 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$27K | – | 227 |
|
|
2018
Q1 | $27K | Hold |
100
| – | – | 0.03% | 111 |
|
|
2017
Q4 | $31K | Buy |
+100
| New | +$31K | 0.03% | 121 |
|