Encompass Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Sell |
1,635
-319
| -16% | -$101K | 0.19% | 61 |
|
|
2025
Q1 | $506K | Buy |
1,954
+512
| +36% | +$133K | 0.21% | 59 |
|
|
2024
Q4 | $582K | Sell |
1,442
-120
| -8% | -$48.5K | 0.24% | 55 |
|
|
2024
Q3 | $409K | Hold |
1,562
| – | – | 0.1% | 167 |
|
|
2024
Q2 | $309K | Sell |
1,562
-32
| -2% | -$6.33K | 0.08% | 183 |
|
|
2024
Q1 | $280K | Sell |
1,594
-606
| -28% | -$107K | 0.07% | 201 |
|
|
2023
Q4 | $547K | Sell |
2,200
-50
| -2% | -$12.4K | 0.16% | 115 |
|
|
2023
Q3 | $563K | Buy |
2,250
+195
| +9% | +$48.8K | 0.19% | 102 |
|
|
2023
Q2 | $538K | Sell |
2,055
-277
| -12% | -$72.5K | 0.18% | 106 |
|
|
2023
Q1 | $484K | Buy |
2,332
+46
| +2% | +$9.54K | 0.16% | 113 |
|
|
2022
Q4 | $282K | Buy |
2,286
+88
| +4% | +$10.8K | 0.1% | 157 |
|
|
2022
Q3 | $583K | Sell |
2,198
-40
| -2% | -$10.6K | 0.22% | 88 |
|
|
2022
Q2 | $502K | Buy |
2,238
+354
| +19% | +$79.4K | 0.18% | 103 |
|
|
2022
Q1 | $677K | Buy |
1,884
+1,080
| +134% | +$388K | 0.17% | 99 |
|
|
2021
Q4 | $283K | Sell |
804
-2,544
| -76% | -$895K | 0.07% | 189 |
|
|
2021
Q3 | $865K | Hold |
3,348
| – | – | 0.23% | 81 |
|
|
2021
Q2 | $758K | Hold |
3,348
| – | – | 0.19% | 96 |
|
|
2021
Q1 | $751K | Buy |
3,348
+324
| +11% | +$72.7K | 0.19% | 97 |
|
|
2020
Q4 | $711K | Buy |
+3,024
| New | +$711K | 0.41% | 50 |
|