AWE
Avidian Wealth Enterprises’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
12,862
+1,260
| +11% | +$400K | 0.17% | 84 |
|
|
2025
Q1 | $3.01M | Buy |
11,602
+2,831
| +32% | +$734K | 0.13% | 95 |
|
|
2024
Q4 | $3.54M | Buy |
8,771
+259
| +3% | +$105K | 0.16% | 88 |
|
|
2024
Q3 | $2.23M | Buy |
8,512
+919
| +12% | +$240K | 0.1% | 106 |
|
|
2024
Q2 | $1.5M | Buy |
7,593
+3,856
| +103% | +$763K | 0.06% | 138 |
|
|
2024
Q1 | $657K | Sell |
3,737
-1,745
| -32% | -$307K | 0.03% | 219 |
|
|
2023
Q4 | $1.36M | Sell |
5,482
-882
| -14% | -$219K | 0.08% | 133 |
|
|
2023
Q3 | $1.59M | Buy |
6,364
+524
| +9% | +$131K | 0.11% | 116 |
|
|
2023
Q2 | $1.53M | Sell |
5,840
-4,561
| -44% | -$1.19M | 0.1% | 135 |
|
|
2023
Q1 | $2.16M | Buy |
10,401
+1,482
| +17% | +$307K | 0.12% | 134 |
|
|
2022
Q4 | $1.1M | Buy |
8,919
+64
| +0.7% | +$7.88K | 0.07% | 162 |
|
|
2022
Q3 | $2.35M | Buy |
8,855
+6,139
| +226% | +$1.63M | 0.17% | 84 |
|
|
2022
Q2 | $1.83M | Sell |
2,716
-1,890
| -41% | -$1.27M | 0.13% | 119 |
|
|
2022
Q1 | $4.96M | Buy |
4,606
+1,567
| +52% | +$1.69M | 0.3% | 62 |
|
|
2021
Q4 | $3.21M | Sell |
3,039
-13
| -0.4% | -$13.7K | 0.2% | 86 |
|
|
2021
Q3 | $2.37M | Sell |
3,052
-1,373
| -31% | -$1.06M | 0.18% | 87 |
|
|
2021
Q2 | $3.01M | Sell |
4,425
-764
| -15% | -$519K | 0.23% | 72 |
|
|
2021
Q1 | $3.47M | Sell |
5,189
-67
| -1% | -$44.8K | 0.3% | 56 |
|
|
2020
Q4 | $3.71M | Sell |
5,256
-3,430
| -39% | -$2.42M | 0.35% | 47 |
|
|
2020
Q3 | $3.73M | Buy |
8,686
+7,272
| +514% | +$3.12M | 0.42% | 47 |
|
|
2020
Q2 | $1.53M | Buy |
1,414
+440
| +45% | +$475K | 0.21% | 72 |
|
|
2020
Q1 | $510K | Sell |
974
-201
| -17% | -$105K | 0.08% | 103 |
|
|
2019
Q4 | $492K | Sell |
1,175
-750
| -39% | -$314K | 0.07% | 117 |
|
|
2019
Q3 | $271K | Buy |
1,925
+800
| +71% | +$113K | 0.04% | 158 |
|
|
2019
Q2 | $251K | Buy |
1,125
+2
| +0.2% | +$446 | 0.06% | 130 |
|
|
2019
Q1 | $314K | Hold |
1,123
| – | – | 0.07% | 91 |
|
|
2018
Q4 | $374K | Buy |
1,123
+18
| +2% | +$6K | 0.13% | 51 |
|
|
2018
Q3 | $293K | Sell |
1,105
-105
| -9% | -$27.8K | 0.09% | 83 |
|
|
2018
Q2 | $415K | Hold |
1,210
| – | – | 0.13% | 60 |
|
|
2018
Q1 | $322K | Buy |
+1,210
| New | +$322K | 0.11% | 69 |
|
|
2016
Q2 | – | Sell |
-1,295
| Closed | -$298K | – | 86 |
|
|
2016
Q1 | $298K | Buy |
1,295
+385
| +42% | +$88.6K | 0.16% | 42 |
|
|
2015
Q4 | $218K | Hold |
910
| – | – | 0.11% | 39 |
|
|
2015
Q3 | $226K | Hold |
910
| – | – | 0.14% | 25 |
|
|
2015
Q2 | $244K | Sell |
910
-740
| -45% | -$198K | 0.1% | 32 |
|
|
2015
Q1 | $312K | Buy |
+1,650
| New | +$312K | 0.13% | 30 |
|
|
2014
Q4 | – | Sell |
-1,580
| Closed | -$383K | – | 45 |
|
|
2014
Q3 | $383K | Hold |
1,580
| – | – | 0.15% | 30 |
|
|
2014
Q2 | $379K | Buy |
+1,580
| New | +$379K | 0.14% | 32 |
|