Everhart Financial Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Buy |
17,582
+1,935
| +12% | +$615K | 0.65% | 22 |
|
|
2025
Q1 | $4.06M | Sell |
15,647
-149
| -0.9% | -$38.6K | 0.55% | 26 |
|
|
2024
Q4 | $6.38M | Buy |
15,796
+1,588
| +11% | +$641K | 1.31% | 11 |
|
|
2024
Q3 | $3.72M | Buy |
14,208
+1,903
| +15% | +$498K | 0.82% | 25 |
|
|
2024
Q2 | $2.43M | Buy |
12,305
+2,094
| +21% | +$414K | 0.63% | 30 |
|
|
2024
Q1 | $1.79M | Sell |
10,211
-287
| -3% | -$50.5K | 0.52% | 38 |
|
|
2023
Q4 | $2.61M | Sell |
10,498
-680
| -6% | -$169K | 0.92% | 25 |
|
|
2023
Q3 | $2.8M | Sell |
11,178
-81
| -0.7% | -$20.3K | 1.19% | 18 |
|
|
2023
Q2 | $2.95M | Buy |
11,259
+1,699
| +18% | +$445K | 1.22% | 21 |
|
|
2023
Q1 | $1.98M | Buy |
9,560
+75
| +0.8% | +$15.6K | 0.89% | 26 |
|
|
2022
Q4 | $1.17M | Buy |
9,485
+361
| +4% | +$44.5K | 0.59% | 36 |
|
|
2022
Q3 | $2.42M | Buy |
9,124
+1,405
| +18% | +$373K | 1.34% | 18 |
|
|
2022
Q2 | $1.73M | Buy |
7,719
+483
| +7% | +$108K | 1.05% | 20 |
|
|
2022
Q1 | $2.6M | Buy |
7,236
+603
| +9% | +$217K | 1.5% | 18 |
|
|
2021
Q4 | $2.34M | Buy |
6,633
+3,498
| +112% | +$1.23M | 1.41% | 20 |
|
|
2021
Q3 | $810K | Buy |
3,135
+423
| +16% | +$109K | 0.55% | 42 |
|
|
2021
Q2 | $614K | Buy |
2,712
+1,590
| +142% | +$360K | 0.42% | 49 |
|
|
2021
Q1 | $249K | Buy |
1,122
+114
| +11% | +$25.3K | 0.22% | 67 |
|
|
2020
Q4 | $237K | Buy |
+1,008
| New | +$237K | 0.22% | 65 |
|