Apriem Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.81M | Sell |
21,447
-3,872
| -15% | -$1.23M | 0.72% | 35 |
|
|
2025
Q1 | $6.56M | Sell |
25,319
-28,340
| -53% | -$7.34M | 0.77% | 36 |
|
|
2024
Q4 | $21.7M | Sell |
53,659
-549
| -1% | -$222K | 2.48% | 8 |
|
|
2024
Q3 | $14.2M | Buy |
54,208
+2,052
| +4% | +$537K | 1.66% | 17 |
|
|
2024
Q2 | $10.3M | Buy |
52,156
+3,593
| +7% | +$711K | 1.26% | 26 |
|
|
2024
Q1 | $8.54M | Buy |
48,563
+480
| +1% | +$84.4K | 1.07% | 28 |
|
|
2023
Q4 | $11.9M | Buy |
48,083
+1,040
| +2% | +$258K | 1.6% | 17 |
|
|
2023
Q3 | $11.8M | Buy |
47,043
+1,423
| +3% | +$356K | 1.72% | 17 |
|
|
2023
Q2 | $11.9M | Sell |
45,620
-7,153
| -14% | -$1.87M | 1.79% | 18 |
|
|
2023
Q1 | $10.9M | Buy |
52,773
+1,422
| +3% | +$295K | 1.75% | 18 |
|
|
2022
Q4 | $6.33M | Sell |
51,351
-796
| -2% | -$98.1K | 1.1% | 27 |
|
|
2022
Q3 | $13.8M | Buy |
52,147
+250
| +0.5% | +$66.3K | 2.49% | 14 |
|
|
2022
Q2 | $11.7M | Buy |
51,897
+1,710
| +3% | +$384K | 2.01% | 17 |
|
|
2022
Q1 | $18M | Sell |
50,187
-66
| -0.1% | -$23.7K | 2.64% | 13 |
|
|
2021
Q4 | $17.7M | Sell |
50,253
-46,167
| -48% | -$16.3M | 2.5% | 11 |
|
|
2021
Q3 | $24.9M | Buy |
96,420
+4,167
| +5% | +$1.08M | 3.58% | 5 |
|
|
2021
Q2 | $20.9M | Buy |
92,253
+147
| +0.2% | +$33.3K | 3.12% | 8 |
|
|
2021
Q1 | $20.5M | Buy |
92,106
+27
| +0% | +$6.01K | 3.18% | 5 |
|
|
2020
Q4 | $21.7M | Buy |
92,079
+246
| +0.3% | +$57.9K | 3.86% | 5 |
|
|
2020
Q3 | $13.1M | Buy |
91,833
+17,913
| +24% | +$2.56M | 2.41% | 15 |
|
|
2020
Q2 | $5.32M | Sell |
73,920
-17,250
| -19% | -$1.24M | 1.09% | 26 |
|
|
2020
Q1 | $3.19M | Sell |
91,170
-16,485
| -15% | -$576K | 0.77% | 31 |
|
|
2019
Q4 | $3M | Buy |
107,655
+54,390
| +102% | +$1.52M | 0.58% | 29 |
|
|
2019
Q3 | $855K | Buy |
53,265
+1,500
| +3% | +$24.1K | 0.19% | 57 |
|
|
2019
Q2 | $771K | Sell |
51,765
-1,500
| -3% | -$22.3K | 0.24% | 60 |
|
|
2019
Q1 | $994K | Sell |
53,265
-1,200
| -2% | -$22.4K | 0.26% | 50 |
|
|
2018
Q4 | $1.21M | Buy |
54,465
+42,420
| +352% | +$941K | 0.42% | 40 |
|
|
2018
Q3 | $213K | Sell |
12,045
-39,720
| -77% | -$702K | 0.05% | 135 |
|
|
2018
Q2 | $1.18M | Buy |
51,765
+34,755
| +204% | +$795K | 0.27% | 49 |
|
|
2018
Q1 | $302K | Sell |
17,010
-34,335
| -67% | -$610K | 0.07% | 97 |
|
|
2017
Q4 | $1.07M | Sell |
51,345
-38,430
| -43% | -$798K | 0.26% | 48 |
|
|
2017
Q3 | $2.04M | Buy |
89,775
+37,350
| +71% | +$849K | 0.51% | 42 |
|
|
2017
Q2 | $1.26M | Sell |
52,425
-330
| -0.6% | -$7.96K | 0.33% | 51 |
|
|
2017
Q1 | $979K | Sell |
52,755
-1,440
| -3% | -$26.7K | 0.27% | 53 |
|
|
2016
Q4 | $772K | Sell |
54,195
-510
| -0.9% | -$7.27K | 0.23% | 58 |
|
|
2016
Q3 | $744K | Sell |
54,705
-3,075
| -5% | -$41.8K | 0.22% | 60 |
|
|
2016
Q2 | $818K | Buy |
57,780
+3,435
| +6% | +$48.6K | 0.27% | 55 |
|
|
2016
Q1 | $832K | Buy |
54,345
+6,480
| +14% | +$99.2K | 0.33% | 53 |
|
|
2015
Q4 | $766K | Buy |
47,865
+1,800
| +4% | +$28.8K | 0.27% | 57 |
|
|
2015
Q3 | $763K | Sell |
46,065
-105
| -0.2% | -$1.74K | 0.28% | 58 |
|
|
2015
Q2 | $826K | Buy |
46,170
+1,500
| +3% | +$26.8K | 0.28% | 60 |
|
|
2015
Q1 | $562K | Buy |
44,670
+855
| +2% | +$10.8K | 0.19% | 67 |
|
|
2014
Q4 | $650K | Buy |
43,815
+17,280
| +65% | +$256K | 0.24% | 63 |
|
|
2014
Q3 | $429K | Buy |
26,535
+6,060
| +30% | +$98K | 0.16% | 72 |
|
|
2014
Q2 | $328K | Sell |
20,475
-7,770
| -28% | -$124K | 0.13% | 90 |
|
|
2014
Q1 | $393K | Buy |
28,245
+7,005
| +33% | +$97.5K | 0.15% | 89 |
|
|
2013
Q4 | $213K | Buy |
21,240
+3,090
| +17% | +$31K | 0.08% | 107 |
|
|
2013
Q3 | $234K | Buy |
18,150
+16,050
| +764% | +$207K | 0.1% | 97 |
|
|
2013
Q2 | $15K | Buy |
+2,100
| New | +$15K | 0.01% | 293 |
|