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Caliber Wealth Management, LLC

SEC CIK
0001800453
Latest filing
Apr 25, 2024

TSLA holding history

Tesla, Inc. in every 13F filed by Caliber Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TSLA overviewAll 13F holders of TSLAFull Q1 2024 holdings

Shares (Q1 2024)
2,682
Value
$471.5K
% of portfolio
0.3%
Quarters held
13
Since Q1 2021
Holdings of TSLA by Caliber Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20242,682$471.5K0.3%+193+7.8%AddedHolders
Q4 20232,489$618.5K0.4%−3−0.1%ReducedHolders
Q3 20232,492$623.5K0.4%+9+0.4%AddedHolders
Q2 20232,483$650.0K0.4%+151+6.5%AddedHolders
Q1 20232,332$483.8K0.4%−662−22.1%ReducedHolders
Q4 20222,994$368.8K0.3%+1,375+84.9%AddedHolders
Q3 20221,619$429.0K0.3%−688−29.8%ReducedConverted for a 3-for-1 splitHolders
Q2 2022769$518.0K0.4%−1,671−68.5%ReducedHolders
Q1 20222,440$2.63M1.7%+69+2.9%AddedHolders
Q4 20212,371$2.49M1.7%−601−20.2%ReducedHolders
Q3 20212,972$2.59M1.8%−356−10.7%ReducedHolders
Q2 20213,328$2.26M1.6%−995−23.0%ReducedHolders
Q1 20214,323$2.89M2.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.