AWA
Alta Wealth Advisors’s Tesla TSLA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.61M | Sell |
5,063
-53
| -1% | -$16.8K | 0.76% | 30 |
|
2025
Q1 | $1.33M | Sell |
5,116
-2,156
| -30% | -$559K | 0.61% | 41 |
|
2024
Q4 | $2.94M | Buy |
7,272
+658
| +10% | +$266K | 1.29% | 20 |
|
2024
Q3 | $1.73M | Buy |
6,614
+7
| +0.1% | +$1.83K | 0.79% | 27 |
|
2024
Q2 | $1.31M | Sell |
6,607
-60
| -0.9% | -$11.9K | 0.65% | 37 |
|
2024
Q1 | $1.17M | Sell |
6,667
-7,226
| -52% | -$1.27M | 0.6% | 43 |
|
2023
Q4 | $3.45M | Sell |
13,893
-117
| -0.8% | -$29.1K | 1.93% | 10 |
|
2023
Q3 | $3.51M | Sell |
14,010
-303
| -2% | -$75.8K | 2.15% | 9 |
|
2023
Q2 | $3.75M | Buy |
14,313
+4,778
| +50% | +$1.25M | 2.2% | 10 |
|
2023
Q1 | $1.98M | Buy |
9,535
+42
| +0.4% | +$8.71K | 1.25% | 18 |
|
2022
Q4 | $1.17M | Sell |
9,493
-4,001
| -30% | -$493K | 0.79% | 30 |
|
2022
Q3 | $3.58M | Buy |
13,494
+8,996
| +200% | +$2.39M | 2.56% | 10 |
|
2022
Q2 | $3.03M | Sell |
4,498
-51
| -1% | -$34.3K | 2.1% | 14 |
|
2022
Q1 | $4.9M | Sell |
4,549
-65
| -1% | -$70K | 2.91% | 6 |
|
2021
Q4 | $4.88M | Buy |
4,614
+5
| +0.1% | +$5.28K | 3.01% | 5 |
|
2021
Q3 | $3.57M | Sell |
4,609
-179
| -4% | -$139K | 2.6% | 6 |
|
2021
Q2 | $3.25M | Buy |
4,788
+65
| +1% | +$44.2K | 2.38% | 6 |
|
2021
Q1 | $3.16M | Sell |
4,723
-12
| -0.3% | -$8.02K | 2.64% | 6 |
|
2020
Q4 | $3.34M | Buy |
+4,735
| New | +$3.34M | 2.81% | 7 |
|