Evermay Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
3,208
-233
| -7% | -$74K | 0.13% | 80 |
|
|
2025
Q1 | $892K | Buy |
3,441
+1,884
| +121% | +$488K | 0.12% | 83 |
|
|
2024
Q4 | $629K | Buy |
1,557
+15
| +1% | +$6.06K | 0.1% | 113 |
|
|
2024
Q3 | $403K | Sell |
1,542
-1,208
| -44% | -$316K | 0.06% | 137 |
|
|
2024
Q2 | $544K | Sell |
2,750
-349
| -11% | -$69.1K | 0.09% | 123 |
|
|
2024
Q1 | $545K | Sell |
3,099
-591
| -16% | -$104K | 0.08% | 120 |
|
|
2023
Q4 | $917K | Buy |
3,690
+674
| +22% | +$167K | 0.17% | 68 |
|
|
2023
Q3 | $755K | Hold |
3,016
| – | – | 0.15% | 70 |
|
|
2023
Q2 | $789K | Buy |
3,016
+700
| +30% | +$183K | 0.15% | 72 |
|
|
2023
Q1 | $480K | Buy |
2,316
+423
| +22% | +$87.8K | 0.1% | 100 |
|
|
2022
Q4 | $233K | Buy |
1,893
+855
| +82% | +$105K | 0.05% | 153 |
|
|
2022
Q3 | $275K | Buy |
1,038
+12
| +1% | +$3.18K | 0.05% | 139 |
|
|
2022
Q2 | $230K | Buy |
1,026
+567
| +124% | +$127K | 0.04% | 148 |
|
|
2022
Q1 | $165K | Hold |
459
| – | – | 0.03% | 207 |
|
|
2021
Q4 | $162K | Hold |
459
| – | – | 0.03% | 187 |
|
|
2021
Q3 | $119K | Buy |
459
+276
| +151% | +$71.6K | 0.02% | 206 |
|
|
2021
Q2 | $41K | Buy |
+183
| New | +$41K | 0.01% | 307 |
|