AAS
Avantax Advisory Services’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.2M | Buy |
183,083
+18,027
| +11% | +$5.73M | 0.32% | 44 |
|
|
2025
Q1 | $42.8M | Buy |
165,056
+20,934
| +15% | +$5.43M | 0.26% | 57 |
|
|
2024
Q4 | $58.2M | Sell |
144,122
-102
| -0.1% | -$41.2K | 0.37% | 40 |
|
|
2024
Q3 | $37.7M | Buy |
144,224
+16,732
| +13% | +$4.38M | 0.25% | 58 |
|
|
2024
Q2 | $25.2M | Buy |
127,492
+32,364
| +34% | +$6.4M | 0.18% | 86 |
|
|
2024
Q1 | $16.7M | Buy |
95,128
+380
| +0.4% | +$66.8K | 0.15% | 110 |
|
|
2023
Q4 | $23.5M | Buy |
94,748
+7,906
| +9% | +$1.96M | 0.23% | 63 |
|
|
2023
Q3 | $21.7M | Sell |
86,842
-31,519
| -27% | -$7.89M | 0.24% | 58 |
|
|
2023
Q2 | $31M | Sell |
118,361
-241
| -0.2% | -$63.1K | 0.35% | 32 |
|
|
2023
Q1 | $24.6M | Buy |
118,602
+2,162
| +2% | +$449K | 0.3% | 42 |
|
|
2022
Q4 | $14.3M | Buy |
116,440
+17,122
| +17% | +$2.11M | 0.19% | 90 |
|
|
2022
Q3 | $26.3M | Buy |
99,318
+65,382
| +193% | +$17.3M | 0.4% | 28 |
|
|
2022
Q2 | $22.9M | Buy |
33,936
+7,658
| +29% | +$5.16M | 0.34% | 36 |
|
|
2022
Q1 | $28.3M | Buy |
26,278
+1,464
| +6% | +$1.58M | 0.39% | 32 |
|
|
2021
Q4 | $26.2M | Buy |
24,814
+4,106
| +20% | +$4.34M | 0.4% | 33 |
|
|
2021
Q3 | $16.1M | Sell |
20,708
-2,008
| -9% | -$1.56M | 0.27% | 58 |
|
|
2021
Q2 | $15.4M | Buy |
22,716
+1,849
| +9% | +$1.26M | 0.28% | 56 |
|
|
2021
Q1 | $13.9M | Sell |
20,867
-3,564
| -15% | -$2.38M | 0.3% | 55 |
|
|
2020
Q4 | $17.2M | Sell |
24,431
-32,631
| -57% | -$23M | 0.41% | 42 |
|
|
2020
Q3 | $24.5M | Buy |
57,062
+53,077
| +1,332% | +$22.8M | 0.39% | 44 |
|
|
2020
Q2 | $4.3M | Buy |
3,985
+92
| +2% | +$99.3K | 0.12% | 127 |
|
|
2020
Q1 | $2.04M | Sell |
3,893
-192
| -5% | -$101K | 0.06% | 190 |
|
|
2019
Q4 | $1.71M | Buy |
4,085
+362
| +10% | +$151K | 0.04% | 240 |
|
|
2019
Q3 | $896K | Buy |
3,723
+659
| +22% | +$159K | 0.04% | 230 |
|
|
2019
Q2 | $685K | Buy |
3,064
+341
| +13% | +$76.2K | 0.03% | 246 |
|
|
2019
Q1 | $762K | Buy |
2,723
+500
| +22% | +$140K | 0.04% | 219 |
|
|
2018
Q4 | $739K | Buy |
+2,223
| New | +$739K | 0.12% | 168 |
|