Avondale 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 | $1.6M | Buy |
5,045
+1,099
| +28% | +$349K | 0.9% | 20 |
|
|
2025
Q1 | $1.02M | Buy |
3,946
+1,165
| +42% | +$302K | 0.64% | 25 |
|
|
2024
Q4 | $1.12M | Buy |
2,781
+11
| +0.4% | +$4.44K | 0.72% | 21 |
|
|
2024
Q3 | $725K | Sell |
2,770
-450
| -14% | -$118K | 0.47% | 27 |
|
|
2024
Q2 | $637K | Buy |
3,220
+370
| +13% | +$73.2K | 0.44% | 25 |
|
|
2024
Q1 | $501K | Buy |
2,850
+1,340
| +89% | +$236K | 0.35% | 26 |
|
|
2023
Q4 | $375K | Sell |
1,510
-410
| -21% | -$102K | 0.3% | 28 |
|
|
2023
Q3 | $480K | Hold |
1,920
| – | – | 0.42% | 27 |
|
|
2023
Q2 | $503K | Buy |
1,920
+540
| +39% | +$141K | 0.42% | 27 |
|
|
2023
Q1 | $286K | Hold |
1,380
| – | – | 0.25% | 37 |
|
|
2022
Q4 | $170K | Buy |
1,380
+540
| +64% | +$66.5K | 0.15% | 39 |
|
|
2022
Q3 | $223K | Sell |
840
-510
| -38% | -$135K | 0.24% | 33 |
|
|
2022
Q2 | $303K | Sell |
1,350
-15
| -1% | -$3.37K | 0.35% | 28 |
|
|
2022
Q1 | $490K | Sell |
1,365
-135
| -9% | -$48.5K | 0.58% | 22 |
|
|
2021
Q4 | $528K | Sell |
1,500
-1,200
| -44% | -$422K | 0.53% | 21 |
|
|
2021
Q3 | $698K | Sell |
2,700
-900
| -25% | -$233K | 0.68% | 20 |
|
|
2021
Q2 | $816K | Sell |
3,600
-300
| -8% | -$68K | 0.76% | 19 |
|
|
2021
Q1 | $868K | Buy |
3,900
+600
| +18% | +$134K | 0.85% | 19 |
|
|
2020
Q4 | $776K | Hold |
3,300
| – | – | 0.9% | 13 |
|
|
2020
Q3 | $472K | Sell |
3,300
-5,100
| -61% | -$729K | 0.71% | 14 |
|
|
2020
Q2 | $605K | Sell |
8,400
-7,500
| -47% | -$540K | 0.86% | 12 |
|
|
2020
Q1 | $555K | Hold |
15,900
| – | – | 0.88% | 13 |
|
|
2019
Q4 | $443K | Hold |
15,900
| – | – | 0.65% | 14 |
|
|
2019
Q3 | $255K | Hold |
15,900
| – | – | 0.42% | 21 |
|
|
2019
Q2 | $237K | Buy |
15,900
+7,500
| +89% | +$112K | 0.17% | 23 |
|
|
2019
Q1 | $157K | Hold |
8,400
| – | – | 0.12% | 23 |
|
|
2018
Q4 | $186K | Hold |
8,400
| – | – | 0.15% | 22 |
|
|
2018
Q3 | $148K | Hold |
8,400
| – | – | 0.14% | 20 |
|
|
2018
Q2 | $192K | Hold |
8,400
| – | – | 0.16% | 19 |
|
|
2018
Q1 | $149K | Hold |
8,400
| – | – | 0.12% | 20 |
|
|
2017
Q4 | $174K | Buy |
+8,400
| New | +$174K | 0.15% | 22 |
|