EWM
Empirical Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Buy |
68,902
+9,987
| +17% | +$3.17M | 0.49% | 37 |
|
|
2025
Q1 | $15.3M | Sell |
58,915
-5,478
| -9% | -$1.42M | 0.39% | 49 |
|
|
2024
Q4 | $26M | Buy |
64,393
+1,626
| +3% | +$657K | 0.71% | 26 |
|
|
2024
Q3 | $16.4M | Sell |
62,767
-6,405
| -9% | -$1.68M | 0.46% | 40 |
|
|
2024
Q2 | $13.7M | Buy |
69,172
+10,101
| +17% | +$2M | 0.41% | 50 |
|
|
2024
Q1 | $10.4M | Buy |
59,071
+15,030
| +34% | +$2.64M | 0.31% | 63 |
|
|
2023
Q4 | $10.9M | Sell |
44,041
-6,296
| -13% | -$1.56M | 0.36% | 54 |
|
|
2023
Q3 | $12.6M | Buy |
50,337
+25,674
| +104% | +$6.42M | 0.49% | 41 |
|
|
2023
Q2 | $6.46M | Buy |
24,663
+614
| +3% | +$161K | 0.26% | 76 |
|
|
2023
Q1 | $4.99M | Sell |
24,049
-18
| -0.1% | -$3.73K | 0.22% | 84 |
|
|
2022
Q4 | $2.96M | Buy |
24,067
+947
| +4% | +$117K | 0.14% | 111 |
|
|
2022
Q3 | $6.13M | Buy |
23,120
+15,473
| +202% | +$4.1M | 0.32% | 65 |
|
|
2022
Q2 | $5.15M | Sell |
7,647
-47
| -0.6% | -$31.7K | 0.27% | 72 |
|
|
2022
Q1 | $8.29M | Sell |
7,694
-5,557
| -42% | -$5.99M | 0.41% | 45 |
|
|
2021
Q4 | $14M | Sell |
13,251
-8,247
| -38% | -$8.72M | 0.7% | 32 |
|
|
2021
Q3 | $16.7M | Buy |
21,498
+17,608
| +453% | +$13.7M | 0.95% | 22 |
|
|
2021
Q2 | $2.64M | Buy |
3,890
+953
| +32% | +$648K | 0.16% | 91 |
|
|
2021
Q1 | $1.96M | Sell |
2,937
-727
| -20% | -$486K | 0.16% | 96 |
|
|
2020
Q4 | $2.59M | Buy |
3,664
+419
| +13% | +$296K | 0.2% | 72 |
|
|
2020
Q3 | $1.39M | Buy |
3,245
+2,581
| +389% | +$1.11M | 0.12% | 116 |
|
|
2020
Q2 | $717K | Sell |
664
-283
| -30% | -$306K | 0.07% | 164 |
|
|
2020
Q1 | $496K | Sell |
947
-777
| -45% | -$407K | 0.05% | 185 |
|
|
2019
Q4 | $721K | Sell |
1,724
-31
| -2% | -$13K | 0.08% | 145 |
|
|
2019
Q3 | $423K | Buy |
1,755
+500
| +40% | +$121K | 0.05% | 188 |
|
|
2019
Q2 | $280K | Sell |
1,255
-25
| -2% | -$5.58K | 0.04% | 209 |
|
|
2019
Q1 | $358K | Buy |
1,280
+225
| +21% | +$62.9K | 0.05% | 168 |
|
|
2018
Q4 | $351K | Buy |
+1,055
| New | +$351K | 0.06% | 148 |
|