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Circle Wealth Management, LLC
> TSLA
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Tesla, Inc. | TSLA | 14,872 | -56 | 3,893,044,000 | 796,081,000 | $261,770.04 |
| 03/31/2023 | Tesla, Inc. | TSLA | 14,928 | 1,693 | 3,096,963,000 | 3,093,452,000 | $207,460.01 |
| 09/30/2022 | Tesla, Inc. | TSLA | 13,235 | 8,735 | 3,511,000 | 481,000 | $265.28 |
| 06/30/2022 | Tesla, Inc. | TSLA | 4,500 | 19 | 3,030,000 | -1,799,000 | $673.33 |
| 03/31/2022 | Tesla, Inc. | TSLA | 4,481 | -255 | 4,829,000 | -176,000 | $1,077.66 |
| 12/31/2021 | Tesla, Inc. | TSLA | 4,736 | -150 | 5,005,000 | 1,216,000 | $1,056.80 |
| 09/30/2021 | Tesla, Inc. | TSLA | 4,886 | -69 | 3,789,000 | 421,000 | $775.48 |
| 06/30/2021 | Tesla, Inc. | TSLA | 4,955 | -47 | 3,368,000 | 27,000 | $679.72 |
| 03/31/2021 | Tesla, Inc. | TSLA | 5,002 | 845 | 3,341,000 | 408,000 | $667.93 |
| 12/31/2020 | Tesla, Inc. | TSLA | 4,157 | 3,569 | 2,933,000 | 2,298,000 | $705.56 |
| 06/30/2020 | Tesla, Inc. | TSLA | 588 | -135 | 635,000 | 256,000 | $1,079.93 |
| 03/31/2020 | Tesla, Inc. | TSLA | 723 | 211 | 379,000 | 165,000 | $524.20 |
| 12/31/2019 | Tesla, Inc. | TSLA | 512 | 512 | 214,000 | 214,000 | $417.97 |
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