Evercore Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.51M | Buy |
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|
2025
Q1 | $6.87M | Buy |
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|
2024
Q4 | $10.4M | Sell |
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|
2024
Q3 | $9.38M | Sell |
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|
2024
Q2 | $7.98M | Sell |
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|
2024
Q1 | $7.62M | Buy |
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|
2023
Q4 | $9.94M | Buy |
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|
2023
Q3 | $9.28M | Buy |
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|
2023
Q2 | $8.59M | Buy |
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|
2023
Q1 | $6.22M | Buy |
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|
2022
Q4 | $3.63M | Buy |
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|
2022
Q3 | $7.68M | Hold |
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|
2022
Q2 | $6.5M | Sell |
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|
2022
Q1 | $10.5M | Sell |
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|
2021
Q4 | $10.3M | Sell |
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|
2021
Q3 | $7.89M | Sell |
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|
2021
Q2 | $7.29M | Sell |
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|
2021
Q1 | $7.19M | Buy |
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|
2020
Q4 | $7.55M | Sell |
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|
2020
Q3 | $5.49M | Buy |
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|
2020
Q2 | $2.75M | Buy |
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|
2020
Q1 | $1.33M | Sell |
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|
2019
Q4 | $1.23M | Hold |
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|
2019
Q3 | $710K | Sell |
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|
2019
Q2 | $669K | Sell |
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|
2019
Q1 | $861K | Buy |
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|
2018
Q4 | $953K | Sell |
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|
2018
Q3 | $833K | Sell |
|
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|
2018
Q2 | $1.6M | Sell |
|
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|
2018
Q1 | $1.35M | Sell |
|
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|
2017
Q4 | $1.62M | Sell |
|
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|
2017
Q3 | $1.79M | Sell |
|
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|
2017
Q2 | $1.98M | Sell |
|
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|
2017
Q1 | $1.69M | Buy |
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|
2016
Q4 | $1.26M | Buy |
|
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|
2016
Q3 | $234K | Sell |
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|
2016
Q2 | $525K | Buy |
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|
2016
Q1 | $368K | Buy |
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|
2015
Q4 | $328K | Sell |
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|
2015
Q3 | $347K | Buy |
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|
2015
Q2 | $308K | Buy |
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|
2015
Q1 | $61K | Hold |
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|
2014
Q4 | $72K | Sell |
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|
2014
Q3 | $328K | Hold |
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|
2014
Q2 | $324K | Hold |
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|
2014
Q1 | $281K | Buy |
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|
2013
Q4 | $59K | Sell |
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|
2013
Q3 | $341K | Buy |
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|
2013
Q2 | $50K | Buy |
|