Evergreen Wealth Solutions’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
1,025
-18
| -2% | -$5.72K | 0.2% | 83 |
|
|
2025
Q1 | $270K | Buy |
1,043
+204
| +24% | +$52.9K | 0.18% | 91 |
|
|
2024
Q4 | $339K | Buy |
839
+12
| +1% | +$4.85K | 0.24% | 73 |
|
|
2024
Q3 | $216K | Buy |
+827
| New | +$216K | 0.15% | 100 |
|
|
2024
Q1 | – | Sell |
-1,060
| Closed | -$263K | – | 124 |
|
|
2023
Q4 | $263K | Buy |
1,060
+2
| +0.2% | +$497 | 0.23% | 97 |
|
|
2023
Q3 | $265K | Buy |
1,058
+32
| +3% | +$8.01K | 0.27% | 84 |
|
|
2023
Q2 | $269K | Sell |
1,026
-250
| -20% | -$65.4K | 0.27% | 84 |
|
|
2023
Q1 | $265K | Buy |
+1,276
| New | +$265K | 0.31% | 82 |
|
|
2022
Q4 | – | Sell |
-1,162
| Closed | -$308K | – | 102 |
|
|
2022
Q3 | $308K | Sell |
1,162
-92
| -7% | -$24.4K | 0.44% | 68 |
|
|
2022
Q2 | $281K | Buy |
1,254
+228
| +22% | +$51.1K | 0.34% | 87 |
|
|
2022
Q1 | $369K | Sell |
1,026
-39
| -4% | -$14K | 0.36% | 66 |
|
|
2021
Q4 | $375K | Buy |
+1,065
| New | +$375K | 0.34% | 62 |
|