Avalon Investment & Advisory’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$13.5M Buy
65,291
+56,606
+652% +$11.7M 0.37% 85
2022
Q4
$1.07M Sell
8,685
-1,973
-19% -$243K 0.03% 200
2022
Q3
$2.83M Sell
10,658
-1,189
-10% -$315K 0.09% 147
2022
Q2
$2.66M Sell
11,847
-468
-4% -$105K 0.08% 154
2022
Q1
$4.42M Buy
12,315
+4,287
+53% +$1.54M 0.11% 127
2021
Q4
$2.83M Sell
8,028
-1,878
-19% -$662K 0.07% 155
2021
Q3
$2.56M Buy
+9,906
New +$2.56M 0.06% 180
2015
Q1
Sell
-702,960
Closed -$10.4M 252
2014
Q4
$10.4M Buy
+702,960
New +$10.4M 0.48% 96