Avion Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
5,238
+2,252
| +75% | +$715K | 0.38% | 28 |
|
|
2025
Q1 | $1.21M | Hold |
2,986
| – | – | 0.31% | 33 |
|
|
2024
Q4 | $1.21M | Sell |
2,986
-200
| -6% | -$80.7K | 0.31% | 33 |
|
|
2024
Q3 | $833K | Sell |
3,186
-536
| -14% | -$140K | 0.22% | 37 |
|
|
2024
Q2 | $736K | Buy |
3,722
+1,318
| +55% | +$261K | 0.2% | 37 |
|
|
2024
Q1 | $423K | Sell |
2,404
-54
| -2% | -$9.5K | 0.11% | 46 |
|
|
2023
Q4 | $611K | Buy |
2,458
+146
| +6% | +$36.3K | 0.17% | 41 |
|
|
2023
Q3 | $578K | Buy |
2,312
+383
| +20% | +$95.8K | 0.17% | 42 |
|
|
2023
Q2 | $504K | Buy |
1,929
+284
| +17% | +$74.2K | 0.13% | 45 |
|
|
2023
Q1 | $202K | Buy |
1,645
+229
| +16% | +$28.1K | 0.06% | 66 |
|
|
2022
Q4 | $375K | Hold |
1,416
| – | – | 0.12% | 45 |
|
|
2022
Q3 | $376K | Buy |
1,416
+822
| +138% | +$218K | 0.12% | 45 |
|
|
2022
Q2 | $133K | Buy |
594
+3
| +0.5% | +$672 | 0.04% | 77 |
|
|
2022
Q1 | $212K | Hold |
591
| – | – | 0.06% | 57 |
|
|
2021
Q4 | $208K | Buy |
591
+66
| +13% | +$23.2K | 0.06% | 55 |
|
|
2021
Q3 | $136K | Hold |
525
| – | – | 0.04% | 63 |
|
|
2021
Q2 | $119K | Hold |
525
| – | – | 0.04% | 68 |
|
|
2021
Q1 | $117K | Hold |
525
| – | – | 0.04% | 63 |
|
|
2020
Q4 | $123K | Sell |
525
-375
| -42% | -$87.9K | 0.04% | 59 |
|
|
2020
Q3 | $129K | Buy |
900
+150
| +20% | +$21.5K | 0.04% | 50 |
|
|
2020
Q2 | $54K | Hold |
750
| – | – | 0.02% | 84 |
|
|
2020
Q1 | $26K | Buy |
+750
| New | +$26K | 0.01% | 115 |
|