EWM
Evercore Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.51M | Buy |
29,945
+3,431
| +13% | +$1.09M | 0.15% | 73 |
|
|
2025
Q1 | $6.87M | Buy |
26,514
+834
| +3% | +$216K | 0.11% | 87 |
|
|
2024
Q4 | $10.4M | Sell |
25,680
-10,187
| -28% | -$4.11M | 0.16% | 67 |
|
|
2024
Q3 | $9.38M | Sell |
35,867
-4,450
| -11% | -$1.16M | 0.14% | 75 |
|
|
2024
Q2 | $7.98M | Sell |
40,317
-3,003
| -7% | -$594K | 0.13% | 77 |
|
|
2024
Q1 | $7.62M | Buy |
43,320
+3,331
| +8% | +$586K | 0.12% | 79 |
|
|
2023
Q4 | $9.94M | Buy |
39,989
+2,909
| +8% | +$723K | 0.17% | 66 |
|
|
2023
Q3 | $9.28M | Buy |
37,080
+4,253
| +13% | +$1.06M | 0.17% | 65 |
|
|
2023
Q2 | $8.59M | Buy |
32,827
+2,858
| +10% | +$748K | 0.16% | 73 |
|
|
2023
Q1 | $6.22M | Buy |
29,969
+494
| +2% | +$102K | 0.12% | 79 |
|
|
2022
Q4 | $3.63M | Buy |
29,475
+516
| +2% | +$63.6K | 0.08% | 108 |
|
|
2022
Q3 | $7.68M | Buy |
28,959
+19,306
| +200% | +$5.12M | 0.17% | 67 |
|
|
2022
Q2 | $6.5M | Sell |
9,653
-76
| -0.8% | -$51.2K | 0.14% | 76 |
|
|
2022
Q1 | $10.5M | Sell |
9,729
-8
| -0.1% | -$8.62K | 0.19% | 61 |
|
|
2021
Q4 | $10.3M | Sell |
9,737
-443
| -4% | -$468K | 0.17% | 67 |
|
|
2021
Q3 | $7.89M | Sell |
10,180
-545
| -5% | -$423K | 0.14% | 77 |
|
|
2021
Q2 | $7.29M | Sell |
10,725
-36
| -0.3% | -$24.5K | 0.13% | 81 |
|
|
2021
Q1 | $7.19M | Buy |
10,761
+63
| +0.6% | +$42.1K | 0.14% | 83 |
|
|
2020
Q4 | $7.55M | Sell |
10,698
-2,101
| -16% | -$1.48M | 0.16% | 74 |
|
|
2020
Q3 | $5.49M | Buy |
12,799
+10,252
| +403% | +$4.4M | 0.13% | 85 |
|
|
2020
Q2 | $2.75M | Buy |
2,547
+2
| +0.1% | +$2.16K | 0.07% | 120 |
|
|
2020
Q1 | $1.33M | Sell |
2,545
-405
| -14% | -$212K | 0.04% | 161 |
|
|
2019
Q4 | $1.23M | Hold |
2,950
| – | – | 0.03% | 192 |
|
|
2019
Q3 | $710K | Sell |
2,950
-42
| -1% | -$10.1K | 0.02% | 242 |
|
|
2019
Q2 | $669K | Sell |
2,992
-84
| -3% | -$18.8K | 0.02% | 247 |
|
|
2019
Q1 | $861K | Buy |
3,076
+212
| +7% | +$59.3K | 0.03% | 215 |
|
|
2018
Q4 | $953K | Sell |
2,864
-282
| -9% | -$93.8K | 0.04% | 180 |
|
|
2018
Q3 | $833K | Sell |
3,146
-1,529
| -33% | -$405K | 0.03% | 223 |
|
|
2018
Q2 | $1.6M | Sell |
4,675
-397
| -8% | -$136K | 0.05% | 158 |
|
|
2018
Q1 | $1.35M | Sell |
5,072
-120
| -2% | -$31.9K | 0.05% | 154 |
|
|
2017
Q4 | $1.62M | Sell |
5,192
-50
| -1% | -$15.6K | 0.06% | 151 |
|
|
2017
Q3 | $1.79M | Sell |
5,242
-240
| -4% | -$81.9K | 0.07% | 143 |
|
|
2017
Q2 | $1.98M | Sell |
5,482
-607
| -10% | -$219K | 0.08% | 136 |
|
|
2017
Q1 | $1.69M | Buy |
6,089
+175
| +3% | +$48.7K | 0.07% | 146 |
|
|
2016
Q4 | $1.26M | Buy |
5,914
+4,764
| +414% | +$1.02M | 0.05% | 164 |
|
|
2016
Q3 | $234K | Sell |
1,150
-1,325
| -54% | -$270K | 0.01% | 345 |
|
|
2016
Q2 | $525K | Buy |
2,475
+875
| +55% | +$186K | 0.02% | 237 |
|
|
2016
Q1 | $368K | Buy |
1,600
+235
| +17% | +$54.1K | 0.02% | 281 |
|
|
2015
Q4 | $328K | Sell |
1,365
-35
| -3% | -$8.41K | 0.02% | 306 |
|
|
2015
Q3 | $347K | Buy |
1,400
+250
| +22% | +$62K | 0.02% | 310 |
|
|
2015
Q2 | $308K | Buy |
1,150
+825
| +254% | +$221K | 0.01% | 349 |
|
|
2015
Q1 | $61K | Hold |
325
| – | – | ﹤0.01% | 601 |
|
|
2014
Q4 | $72K | Sell |
325
-1,025
| -76% | -$227K | ﹤0.01% | 508 |
|
|
2014
Q3 | $328K | Hold |
1,350
| – | – | 0.02% | 321 |
|
|
2014
Q2 | $324K | Hold |
1,350
| – | – | 0.02% | 327 |
|
|
2014
Q1 | $281K | Buy |
1,350
+960
| +246% | +$200K | 0.02% | 332 |
|
|
2013
Q4 | $59K | Sell |
390
-1,375
| -78% | -$208K | ﹤0.01% | 537 |
|
|
2013
Q3 | $341K | Buy |
1,765
+1,295
| +276% | +$250K | 0.02% | 328 |
|
|
2013
Q2 | $50K | Buy |
+470
| New | +$50K | ﹤0.01% | 572 |
|