EWA
Evolution Wealth Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
13,425
+316
| +2% | +$100K | 0.62% | 30 |
|
|
2025
Q1 | $3.4M | Buy |
13,109
+6,048
| +86% | +$1.57M | 0.57% | 34 |
|
|
2024
Q4 | $2.86M | Buy |
7,061
+2,293
| +48% | +$928K | 0.48% | 36 |
|
|
2024
Q3 | $1.25M | Sell |
4,768
-1,239
| -21% | -$324K | 0.22% | 57 |
|
|
2024
Q2 | $1.19M | Buy |
6,007
+361
| +6% | +$71.4K | 0.23% | 57 |
|
|
2024
Q1 | $993K | Buy |
5,646
+1,906
| +51% | +$335K | 0.19% | 59 |
|
|
2023
Q4 | $929K | Buy |
3,740
+454
| +14% | +$113K | 0.19% | 56 |
|
|
2023
Q3 | $822K | Buy |
3,286
+104
| +3% | +$26K | 0.18% | 59 |
|
|
2023
Q2 | $833K | Sell |
3,182
-1,545
| -33% | -$404K | 0.18% | 55 |
|
|
2023
Q1 | $981K | Buy |
4,727
+1,424
| +43% | +$295K | 0.24% | 50 |
|
|
2022
Q4 | $407K | Buy |
3,303
+1,257
| +61% | +$155K | 0.1% | 84 |
|
|
2022
Q3 | $543K | Buy |
2,046
+1,240
| +154% | +$329K | 0.15% | 61 |
|
|
2022
Q2 | $544K | Buy |
806
+127
| +19% | +$85.7K | 0.14% | 70 |
|
|
2022
Q1 | $733K | Sell |
679
-75
| -10% | -$81K | 0.15% | 64 |
|
|
2021
Q4 | $797 | Sell |
754
-79
| -9% | -$84 | 0.12% | 58 |
|
|
2021
Q3 | $646K | Sell |
833
-34
| -4% | -$26.4K | 0.14% | 55 |
|
|
2021
Q2 | $589K | Buy |
867
+18
| +2% | +$12.2K | 0.12% | 68 |
|
|
2021
Q1 | $567K | Sell |
849
-154
| -15% | -$103K | 0.13% | 74 |
|
|
2020
Q4 | $708K | Sell |
1,003
-158
| -14% | -$112K | 0.16% | 65 |
|
|
2020
Q3 | $498K | Buy |
1,161
+1,111
| +2,222% | +$477K | 0.14% | 61 |
|
|
2020
Q2 | $54K | Buy |
50
+30
| +150% | +$32.4K | 0.02% | 139 |
|
|
2020
Q1 | $10K | Sell |
20
-117,053
| -100% | -$58.5M | ﹤0.01% | 213 |
|
|
2019
Q4 | $49M | Sell |
117,073
-153,005
| -57% | -$64M | 12.26% | 1 |
|
|
2019
Q3 | $65.1M | Buy |
+270,078
| New | +$65.1M | 31.01% | 1 |
|