EAM
Evanson Asset Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
9,076
+79
| +0.9% | +$25.1K | 0.18% | 61 |
|
|
2025
Q1 | $2.33M | Buy |
8,997
+1,057
| +13% | +$274K | 0.17% | 68 |
|
|
2024
Q4 | $3.21M | Sell |
7,940
-1,362
| -15% | -$550K | 0.22% | 51 |
|
|
2024
Q3 | $2.43M | Sell |
9,302
-287
| -3% | -$75.1K | 0.17% | 66 |
|
|
2024
Q2 | $1.9M | Sell |
9,589
-15,886
| -62% | -$3.14M | 0.14% | 78 |
|
|
2024
Q1 | $4.48M | Buy |
25,475
+2,487
| +11% | +$437K | 0.33% | 40 |
|
|
2023
Q4 | $5.71M | Sell |
22,988
-750
| -3% | -$186K | 0.46% | 34 |
|
|
2023
Q3 | $5.94M | Sell |
23,738
-3,513
| -13% | -$879K | 0.55% | 30 |
|
|
2023
Q2 | $7.13M | Sell |
27,251
-14,641
| -35% | -$3.83M | 0.65% | 27 |
|
|
2023
Q1 | $8.69M | Buy |
41,892
+1,604
| +4% | +$333K | 0.86% | 20 |
|
|
2022
Q4 | $4.96M | Buy |
40,288
+239
| +0.6% | +$29.4K | 0.53% | 28 |
|
|
2022
Q3 | $10.6M | Buy |
40,049
+27,185
| +211% | +$7.21M | 1.25% | 15 |
|
|
2022
Q2 | $8.66M | Buy |
12,864
+1,277
| +11% | +$860K | 0.95% | 18 |
|
|
2022
Q1 | $12.7M | Sell |
11,587
-9,608
| -45% | -$10.5M | 1.23% | 15 |
|
|
2021
Q4 | $23.8M | Sell |
21,195
-1,054
| -5% | -$1.18M | 2.12% | 12 |
|
|
2021
Q3 | $15M | Buy |
22,249
+187
| +0.8% | +$126K | 1.54% | 12 |
|
|
2021
Q2 | $15.2M | Buy |
22,062
+803
| +4% | +$552K | 1.58% | 12 |
|
|
2021
Q1 | $14.2M | Sell |
21,259
-1,410
| -6% | -$942K | 2.1% | 7 |
|
|
2020
Q4 | $16M | Buy |
22,669
+1,157
| +5% | +$816K | 2.55% | 5 |
|
|
2020
Q3 | $9.36M | Buy |
21,512
+17,658
| +458% | +$7.68M | 1.69% | 11 |
|
|
2020
Q2 | $4.16M | Buy |
3,854
+526
| +16% | +$568K | 0.82% | 21 |
|
|
2020
Q1 | $1.74M | Sell |
3,328
-579
| -15% | -$303K | 0.42% | 43 |
|
|
2019
Q4 | $1.63M | Buy |
3,907
+91
| +2% | +$38.1K | 0.32% | 55 |
|
|
2019
Q3 | $919K | Hold |
3,816
| – | – | 0.19% | 69 |
|
|
2019
Q2 | $853K | Sell |
3,816
-83
| -2% | -$18.6K | 0.17% | 77 |
|
|
2019
Q1 | $1.09M | Hold |
3,899
| – | – | 0.23% | 62 |
|
|
2018
Q4 | $1.3M | Buy |
3,899
+60
| +2% | +$20K | 0.3% | 59 |
|
|
2018
Q3 | $1.02M | Buy |
3,839
+40
| +1% | +$10.6K | 0.21% | 71 |
|
|
2018
Q2 | $1.3M | Hold |
3,799
| – | – | 0.26% | 63 |
|
|
2018
Q1 | $1.01M | Hold |
3,799
| – | – | 0.21% | 71 |
|
|
2017
Q4 | $1.18M | Sell |
3,799
-25
| -0.7% | -$7.79K | 0.24% | 68 |
|
|
2017
Q3 | $1.3M | Sell |
3,824
-14
| -0.4% | -$4.77K | 0.28% | 60 |
|
|
2017
Q2 | $1.39M | Buy |
3,838
+51
| +1% | +$18.4K | 0.32% | 57 |
|
|
2017
Q1 | $1.05M | Buy |
3,787
+2,520
| +199% | +$701K | 0.26% | 66 |
|
|
2016
Q4 | $271K | Sell |
1,267
-60
| -5% | -$12.8K | 0.08% | 176 |
|
|
2016
Q3 | $271K | Buy |
1,327
+60
| +5% | +$12.3K | 0.08% | 160 |
|
|
2016
Q2 | $269K | Sell |
1,267
-148
| -10% | -$31.4K | 0.08% | 160 |
|
|
2016
Q1 | $325K | Sell |
1,415
-12
| -0.8% | -$2.76K | 0.11% | 138 |
|
|
2015
Q4 | $342K | Hold |
1,427
| – | – | 0.12% | 130 |
|
|
2015
Q3 | $354K | Hold |
1,427
| – | – | 0.13% | 130 |
|
|
2015
Q2 | $383K | Sell |
1,427
-776
| -35% | -$208K | 0.13% | 130 |
|
|
2015
Q1 | $416K | Buy |
2,203
+977
| +80% | +$184K | 0.15% | 121 |
|
|
2014
Q4 | $273K | Sell |
1,226
-15
| -1% | -$3.34K | 0.1% | 150 |
|
|
2014
Q3 | $301K | Buy |
1,241
+101
| +9% | +$24.5K | 0.12% | 137 |
|
|
2014
Q2 | $274K | Sell |
1,140
-6
| -0.5% | -$1.44K | 0.11% | 150 |
|
|
2014
Q1 | $239K | Buy |
+1,146
| New | +$239K | 0.1% | 141 |
|