BRWA
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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