EWA
EverSource Wealth Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Buy |
78,333
+803
| +1% | +$255K | 1.12% | 19 |
|
|
2025
Q1 | $20.1M | Buy |
77,530
+3,959
| +5% | +$1.03M | 1.1% | 18 |
|
|
2024
Q4 | $29.7M | Buy |
73,571
+287
| +0.4% | +$116K | 1.67% | 7 |
|
|
2024
Q3 | $19.2M | Buy |
73,284
+1,093
| +2% | +$286K | 1.21% | 14 |
|
|
2024
Q2 | $16.8M | Buy |
72,191
+18,193
| +34% | +$4.22M | 1.11% | 19 |
|
|
2024
Q1 | $9.9M | Buy |
53,998
+36,075
| +201% | +$6.61M | 0.78% | 28 |
|
|
2023
Q4 | $4.45M | Buy |
17,923
+716
| +4% | +$178K | 0.41% | 62 |
|
|
2023
Q3 | $4.31M | Buy |
17,207
+3,540
| +26% | +$886K | 0.46% | 59 |
|
|
2023
Q2 | $3.58M | Sell |
13,667
-1,440
| -10% | -$377K | 0.39% | 68 |
|
|
2023
Q1 | $3.13M | Buy |
15,107
+8,774
| +139% | +$1.82M | 0.39% | 66 |
|
|
2022
Q4 | $780K | Buy |
6,333
+1,401
| +28% | +$173K | 0.12% | 142 |
|
|
2022
Q3 | $1.31M | Buy |
4,932
+3,517
| +249% | +$933K | 0.3% | 65 |
|
|
2022
Q2 | $953K | Buy |
1,415
+473
| +50% | +$319K | 0.25% | 77 |
|
|
2022
Q1 | $1.02M | Buy |
942
+136
| +17% | +$147K | 0.26% | 68 |
|
|
2021
Q4 | $851K | Buy |
+806
| New | +$851K | 0.24% | 70 |
|