Avior Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2M | Buy |
22,653
+5,643
| +33% | +$1.79M | 0.25% | 75 |
|
|
2025
Q1 | $4.41M | Sell |
17,010
-2,909
| -15% | -$754K | 0.17% | 103 |
|
|
2024
Q4 | $8.04M | Sell |
19,919
-4,059
| -17% | -$1.64M | 0.29% | 69 |
|
|
2024
Q3 | $6.27M | Buy |
23,978
+781
| +3% | +$204K | 0.25% | 75 |
|
|
2024
Q2 | $4.59M | Sell |
23,197
-321
| -1% | -$63.5K | 0.2% | 89 |
|
|
2024
Q1 | $4.13M | Buy |
23,518
+6,393
| +37% | +$1.12M | 0.19% | 98 |
|
|
2023
Q4 | $4.26M | Sell |
17,125
-34
| -0.2% | -$8.45K | 0.26% | 74 |
|
|
2023
Q3 | $4.29M | Buy |
17,159
+140
| +0.8% | +$35K | 0.29% | 69 |
|
|
2023
Q2 | $4.46M | Sell |
17,019
-90
| -0.5% | -$23.6K | 0.29% | 67 |
|
|
2023
Q1 | $3.55M | Buy |
17,109
+5,731
| +50% | +$1.19M | 0.24% | 83 |
|
|
2022
Q4 | $1.4M | Buy |
11,378
+2,947
| +35% | +$363K | 0.11% | 150 |
|
|
2022
Q3 | $2.24M | Buy |
8,431
+1,093
| +15% | +$290K | 0.18% | 103 |
|
|
2022
Q2 | $1.65M | Buy |
7,338
+561
| +8% | +$126K | 0.17% | 109 |
|
|
2022
Q1 | $2.43M | Buy |
6,777
+2,781
| +70% | +$998K | 0.21% | 96 |
|
|
2021
Q4 | $1.41M | Buy |
3,996
+180
| +5% | +$63.4K | 0.12% | 141 |
|
|
2021
Q3 | $986K | Buy |
3,816
+363
| +11% | +$93.8K | 0.08% | 188 |
|
|
2021
Q2 | $782K | Sell |
3,453
-453
| -12% | -$103K | 0.08% | 214 |
|
|
2021
Q1 | $869K | Sell |
3,906
-138
| -3% | -$30.7K | 0.09% | 196 |
|
|
2020
Q4 | $951K | Sell |
4,044
-459
| -10% | -$108K | 0.12% | 162 |
|
|
2020
Q3 | $643K | Buy |
4,503
+813
| +22% | +$116K | 0.09% | 185 |
|
|
2020
Q2 | $265K | Buy |
3,690
+525
| +17% | +$37.7K | 0.04% | 347 |
|
|
2020
Q1 | $110K | Buy |
3,165
+2,625
| +486% | +$91.2K | 0.02% | 407 |
|
|
2019
Q4 | $15K | Sell |
540
-1,500
| -74% | -$41.7K | ﹤0.01% | 564 |
|
|
2019
Q3 | $32K | Hold |
2,040
| – | – | 0.01% | 493 |
|
|
2019
Q2 | $30K | Sell |
2,040
-450
| -18% | -$6.62K | 0.01% | 492 |
|
|
2019
Q1 | $46K | Hold |
2,490
| – | – | 0.01% | 435 |
|
|
2018
Q4 | $55K | Hold |
2,490
| – | – | 0.01% | 468 |
|
|
2018
Q3 | $44K | Hold |
2,490
| – | – | 0.01% | 491 |
|
|
2018
Q2 | $57K | Hold |
2,490
| – | – | 0.01% | 477 |
|
|
2018
Q1 | $44K | Hold |
2,490
| – | – | 0.01% | 498 |
|
|
2017
Q4 | $52K | Buy |
2,490
+1,980
| +388% | +$41.3K | 0.01% | 485 |
|
|
2017
Q3 | $12K | Sell |
510
-2,550
| -83% | -$60K | ﹤0.01% | 319 |
|
|
2017
Q2 | $74K | Buy |
+3,060
| New | +$74K | 0.03% | 168 |
|
|
2017
Q1 | – | Sell |
-330
| Closed | -$5K | – | 524 |
|
|
2016
Q4 | $5K | Sell |
330
-1,050
| -76% | -$15.9K | ﹤0.01% | 393 |
|
|
2016
Q3 | $19K | Hold |
1,380
| – | – | 0.01% | 299 |
|
|
2016
Q2 | $20K | Hold |
1,380
| – | – | 0.01% | 283 |
|
|
2016
Q1 | $21K | Hold |
1,380
| – | – | 0.01% | 278 |
|
|
2015
Q4 | $22K | Buy |
+1,380
| New | +$22K | 0.01% | 243 |
|