Forvis Mazars Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Buy |
8,387
+878
| +12% | +$279K | 0.06% | 136 |
|
|
2025
Q1 | $1.95M | Sell |
7,509
-799
| -10% | -$207K | 0.05% | 152 |
|
|
2024
Q4 | $3.36M | Buy |
8,308
+1,828
| +28% | +$738K | 0.08% | 121 |
|
|
2024
Q3 | $1.7M | Buy |
6,480
+786
| +14% | +$206K | 0.04% | 179 |
|
|
2024
Q2 | $1.13M | Sell |
5,694
-4,570
| -45% | -$904K | 0.03% | 201 |
|
|
2024
Q1 | $1.8M | Buy |
10,264
+4,640
| +83% | +$816K | 0.05% | 169 |
|
|
2023
Q4 | $1.4M | Sell |
5,624
-296
| -5% | -$73.6K | 0.04% | 180 |
|
|
2023
Q3 | $1.48M | Buy |
5,920
+625
| +12% | +$156K | 0.04% | 176 |
|
|
2023
Q2 | $1.39M | Sell |
5,295
-1,011
| -16% | -$265K | 0.04% | 192 |
|
|
2023
Q1 | $1.31M | Sell |
6,306
-1,051
| -14% | -$218K | 0.04% | 181 |
|
|
2022
Q4 | $906K | Buy |
7,357
+4,253
| +137% | +$524K | 0.03% | 207 |
|
|
2022
Q3 | $823K | Buy |
3,104
+107
| +4% | +$28.4K | 0.03% | 211 |
|
|
2022
Q2 | $673K | Buy |
2,997
+666
| +29% | +$150K | 0.03% | 224 |
|
|
2022
Q1 | $837K | Sell |
2,331
-3
| -0.1% | -$1.08K | 0.04% | 156 |
|
|
2021
Q4 | $822K | Buy |
2,334
+243
| +12% | +$85.6K | 0.03% | 149 |
|
|
2021
Q3 | $541K | Buy |
2,091
+159
| +8% | +$41.1K | 0.02% | 175 |
|
|
2021
Q2 | $438K | Buy |
1,932
+90
| +5% | +$20.4K | 0.02% | 183 |
|
|
2021
Q1 | $410K | Sell |
1,842
-4,674
| -72% | -$1.04M | 0.02% | 187 |
|
|
2020
Q4 | $1.53M | Buy |
6,516
+1,125
| +21% | +$265K | 0.08% | 120 |
|
|
2020
Q3 | $771K | Sell |
5,391
-69
| -1% | -$9.87K | 0.04% | 157 |
|
|
2020
Q2 | $393K | Buy |
+5,460
| New | +$393K | 0.03% | 221 |
|