CA
Crewe Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
44,283
+53
| +0.1% | +$16.8K | 1.99% | 16 |
|
|
2025
Q1 | $11.5M | Buy |
44,230
+274
| +0.6% | +$71K | 1.61% | 16 |
|
|
2024
Q4 | $17.8M | Sell |
43,956
-6,039
| -12% | -$2.44M | 2.45% | 12 |
|
|
2024
Q3 | $13.1M | Sell |
49,995
-3,472
| -6% | -$908K | 1.52% | 17 |
|
|
2024
Q2 | $10.6M | Sell |
53,467
-1,732
| -3% | -$343K | 1.19% | 21 |
|
|
2024
Q1 | $9.7M | Buy |
+55,199
| New | +$9.7M | 1.13% | 22 |
|
|
2023
Q3 | – | Sell |
-53,070
| Closed | -$13.9M | – | 888 |
|
|
2023
Q2 | $13.9M | Sell |
53,070
-96
| -0.2% | -$25.1K | 1.95% | 16 |
|
|
2023
Q1 | $11M | Buy |
53,166
+1,617
| +3% | +$335K | 1.61% | 18 |
|
|
2022
Q4 | $6.35M | Sell |
51,549
-672
| -1% | -$82.8K | 1.01% | 21 |
|
|
2022
Q3 | $13.9M | Buy |
52,221
+40,285
| +338% | +$10.7M | 2.5% | 13 |
|
|
2022
Q2 | $8.04M | Buy |
11,936
+2,583
| +28% | +$1.74M | 1.78% | 13 |
|
|
2022
Q1 | $10.1M | Buy |
9,353
+16
| +0.2% | +$17.2K | 1.97% | 13 |
|
|
2021
Q4 | $9.87M | Sell |
9,337
-259
| -3% | -$274K | 2.01% | 13 |
|
|
2021
Q3 | $7.44M | Hold |
9,596
| – | – | 1.76% | 13 |
|
|
2021
Q2 | $6.52M | Sell |
9,596
-33
| -0.3% | -$22.4K | 1.62% | 13 |
|
|
2021
Q1 | $6.43M | Buy |
9,629
+288
| +3% | +$192K | 1.6% | 12 |
|
|
2020
Q4 | $6.59M | Buy |
9,341
+76
| +0.8% | +$53.6K | 2.64% | 12 |
|
|
2020
Q3 | $3.98M | Buy |
9,265
+7,378
| +391% | +$3.17M | 1.86% | 12 |
|
|
2020
Q2 | $2.04M | Buy |
1,887
+16
| +0.9% | +$17.3K | 1% | 16 |
|
|
2020
Q1 | $980K | Buy |
1,871
+60
| +3% | +$31.4K | 0.58% | 20 |
|
|
2019
Q4 | $758K | Hold |
1,811
| – | – | 0.33% | 24 |
|
|
2019
Q3 | $436K | Hold |
1,811
| – | – | 0.2% | 31 |
|
|
2019
Q2 | $405K | Hold |
1,811
| – | – | 0.13% | 49 |
|
|
2019
Q1 | $507K | Buy |
1,811
+2
| +0.1% | +$560 | 0.16% | 29 |
|
|
2018
Q4 | $602K | Hold |
1,809
| – | – | 0.19% | 28 |
|
|
2018
Q3 | $479K | Sell |
1,809
-2
| -0.1% | -$530 | 0.41% | 30 |
|
|
2018
Q2 | $621K | Hold |
1,811
| – | – | 0.58% | 20 |
|
|
2018
Q1 | $482K | Hold |
1,811
| – | – | 0.47% | 25 |
|
|
2017
Q4 | $564K | Buy |
+1,811
| New | +$564K | 0.55% | 21 |
|