BRWA
B. Riley Wealth Advisors’s Tesla TSLA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.3M | Buy |
+51,403
| New | +$16.3M | 0.77% | 17 |
|
2024
Q4 | $25.3M | Sell |
62,589
-7,307
| -10% | -$2.95M | 0.83% | 16 |
|
2024
Q3 | $17.9M | Sell |
69,896
-5,649
| -7% | -$1.45M | 0.5% | 34 |
|
2024
Q2 | $14.9M | Sell |
75,545
-19,758
| -21% | -$3.91M | 0.38% | 44 |
|
2024
Q1 | $23.8M | Sell |
95,303
-18,739
| -16% | -$4.69M | 0.64% | 24 |
|
2023
Q4 | $28.3M | Buy |
114,042
+18,739
| +20% | +$4.66M | 0.76% | 14 |
|
2023
Q3 | $23.8M | Sell |
95,303
-27,653
| -22% | -$6.92M | 0.64% | 24 |
|
2023
Q2 | $32.2M | Sell |
122,956
-6,725
| -5% | -$1.76M | 0.72% | 16 |
|
2023
Q1 | $26.9M | Buy |
129,681
+18,834
| +17% | +$3.91M | 0.72% | 17 |
|
2022
Q4 | $13.7M | Sell |
110,847
-7,660
| -6% | -$944K | 0.38% | 55 |
|
2022
Q3 | $31.4M | Buy |
118,507
+83,695
| +240% | +$22.2M | 0.95% | 7 |
|
2022
Q2 | $23.4M | Buy |
34,812
+1,316
| +4% | +$886K | 0.99% | 10 |
|
2022
Q1 | $36.1M | Buy |
33,496
+3,740
| +13% | +$4.03M | 1.18% | 8 |
|
2021
Q4 | $31.4M | Buy |
29,756
+1,953
| +7% | +$2.06M | 0.91% | 13 |
|
2021
Q3 | $21.1M | Buy |
27,803
+627
| +2% | +$475K | 0.67% | 16 |
|
2021
Q2 | $18.4M | Sell |
27,176
-947
| -3% | -$642K | 0.6% | 23 |
|
2021
Q1 | $19M | Buy |
28,123
+537
| +2% | +$362K | 0.67% | 19 |
|
2020
Q4 | $19.5M | Buy |
27,586
+3,832
| +16% | +$2.7M | 1.04% | 12 |
|
2020
Q3 | $11.7M | Buy |
23,754
+18,970
| +397% | +$9.37M | 0.63% | 31 |
|
2020
Q2 | $5.17M | Buy |
4,784
+878
| +22% | +$948K | 0.35% | 73 |
|
2020
Q1 | $2.05M | Buy |
3,906
+2,786
| +249% | +$1.46M | 0.17% | 134 |
|
2019
Q4 | $469K | Buy |
1,120
+112
| +11% | +$46.9K | 0.04% | 456 |
|
2019
Q3 | $243K | Sell |
1,008
-420
| -29% | -$101K | 0.02% | 668 |
|
2019
Q2 | $320K | Sell |
1,428
-1,032
| -42% | -$231K | 0.04% | 538 |
|
2019
Q1 | $689K | Buy |
2,460
+772
| +46% | +$216K | 0.09% | 252 |
|
2018
Q4 | $563K | Sell |
1,688
-4,505
| -73% | -$1.5M | 0.08% | 268 |
|
2018
Q3 | $1.64M | Buy |
6,193
+988
| +19% | +$262K | 0.2% | 118 |
|
2018
Q2 | $1.79M | Buy |
5,205
+3,834
| +280% | +$1.32M | 0.24% | 102 |
|
2018
Q1 | $365K | Sell |
1,371
-255
| -16% | -$67.9K | 0.05% | 396 |
|
2017
Q4 | $507K | Buy |
1,626
+89
| +6% | +$27.8K | 0.07% | 308 |
|
2017
Q3 | $525K | Sell |
1,537
-117
| -7% | -$40K | 0.09% | 249 |
|
2017
Q2 | $599K | Sell |
1,654
-253
| -13% | -$91.6K | 0.11% | 221 |
|
2017
Q1 | $531K | Sell |
1,907
-281
| -13% | -$78.2K | 0.11% | 224 |
|
2016
Q4 | $468K | Sell |
2,188
-129
| -6% | -$27.6K | 0.1% | 243 |
|
2016
Q3 | $473K | Sell |
2,317
-584
| -20% | -$119K | 0.09% | 276 |
|
2016
Q2 | $616K | Buy |
2,901
+154
| +6% | +$32.7K | 0.12% | 210 |
|
2016
Q1 | $631K | Buy |
2,747
+603
| +28% | +$139K | 0.15% | 175 |
|
2015
Q4 | $516K | Buy |
2,144
+71
| +3% | +$17.1K | 0.1% | 240 |
|
2015
Q3 | $516K | Buy |
2,073
+725
| +54% | +$180K | 0.12% | 225 |
|
2015
Q2 | $362K | Sell |
1,348
-1,127
| -46% | -$303K | 0.09% | 279 |
|
2015
Q1 | $467K | Sell |
2,475
-708
| -22% | -$134K | 0.11% | 238 |
|
2014
Q4 | $3.43K | Buy |
3,183
+2,655
| +503% | +$2.86K | 0.07% | 337 |
|
2014
Q3 | $310K | Sell |
528
-1,382
| -72% | -$811K | 0.08% | 350 |
|
2014
Q2 | $203K | Buy |
+1,910
| New | +$203K | 0.05% | 447 |
|