Avitas Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $15.4M | Sell |
38,170
-664
| -2% | -$268K | 2.13% | 8 |
|
|
2024
Q3 | $10.2M | Sell |
38,834
-1,051
| -3% | -$275K | 1.43% | 14 |
|
|
2024
Q2 | $7.89M | Sell |
39,885
-946
| -2% | -$187K | 1.16% | 17 |
|
|
2024
Q1 | $7.18M | Sell |
40,831
-739
| -2% | -$130K | 1.09% | 22 |
|
|
2023
Q4 | $10.3M | Sell |
41,570
-61
| -0.1% | -$15.2K | 1.73% | 11 |
|
|
2023
Q3 | $10.4M | Sell |
41,631
-1,039
| -2% | -$260K | 1.98% | 9 |
|
|
2023
Q2 | $11.2M | Sell |
42,670
-683
| -2% | -$179K | 2.02% | 9 |
|
|
2023
Q1 | $8.99M | Sell |
43,353
-618
| -1% | -$128K | 1.76% | 9 |
|
|
2022
Q4 | $5.42M | Buy |
43,971
+23,979
| +120% | +$2.95M | 1.14% | 24 |
|
|
2022
Q3 | $5.3M | Sell |
19,992
-321
| -2% | -$85.1K | 1.21% | 21 |
|
|
2022
Q2 | $4.56M | Sell |
20,313
-13,806
| -40% | -$3.1M | 1% | 24 |
|
|
2022
Q1 | $12.3M | Buy |
34,119
+8,079
| +31% | +$2.9M | 2.21% | 6 |
|
|
2021
Q4 | $9.17M | Buy |
26,040
+7,173
| +38% | +$2.53M | 1.54% | 9 |
|
|
2021
Q3 | $4.88M | Sell |
18,867
-45
| -0.2% | -$11.6K | 0.89% | 33 |
|
|
2021
Q2 | $4.29M | Buy |
18,912
+2,994
| +19% | +$678K | 0.76% | 43 |
|
|
2021
Q1 | $3.54M | Sell |
15,918
-6,315
| -28% | -$1.41M | 0.69% | 48 |
|
|
2020
Q4 | $5.23M | Buy |
22,233
+5,187
| +30% | +$1.22M | 1.06% | 17 |
|
|
2020
Q3 | $2.44M | Buy |
17,046
+10,266
| +151% | +$1.47M | 0.68% | 48 |
|
|
2020
Q2 | $488K | Sell |
6,780
-3,705
| -35% | -$267K | 0.16% | 133 |
|
|
2020
Q1 | $366K | Sell |
10,485
-13,425
| -56% | -$469K | 0.17% | 111 |
|
|
2019
Q4 | $667K | Sell |
23,910
-60
| -0.3% | -$1.67K | 0.17% | 129 |
|
|
2019
Q3 | $385K | Sell |
23,970
-28,245
| -54% | -$454K | 0.11% | 152 |
|
|
2019
Q2 | $778K | Buy |
52,215
+23,520
| +82% | +$350K | 0.22% | 120 |
|
|
2019
Q1 | $535K | Sell |
28,695
-1,740
| -6% | -$32.4K | 0.16% | 136 |
|
|
2018
Q4 | $675K | Sell |
30,435
-3,840
| -11% | -$85.2K | 0.22% | 114 |
|
|
2018
Q3 | $605K | Buy |
34,275
+13,635
| +66% | +$241K | 0.17% | 138 |
|
|
2018
Q2 | $472K | Buy |
+20,640
| New | +$472K | 0.15% | 144 |
|