FVWA
Foster Victor Wealth Advisors’s Tesla TSLA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.89M | Sell |
6,375
-222
| -3% | -$65.7K | 0.13% | 107 |
|
2025
Q1 | $1.66M | Buy |
6,597
+1,034
| +19% | +$261K | 0.13% | 102 |
|
2024
Q4 | $2.37M | Buy |
5,563
+23
| +0.4% | +$9.81K | 0.18% | 98 |
|
2024
Q3 | $1.34M | Buy |
5,540
+11
| +0.2% | +$2.65K | 0.11% | 106 |
|
2024
Q2 | $1.42M | Sell |
5,529
-30
| -0.5% | -$7.7K | 0.12% | 107 |
|
2024
Q1 | $971K | Sell |
5,559
-137
| -2% | -$23.9K | 0.09% | 98 |
|
2023
Q4 | $1.37M | Buy |
5,696
+134
| +2% | +$32.2K | 0.14% | 91 |
|
2023
Q3 | $1.45M | Sell |
5,562
-1,403
| -20% | -$366K | 0.17% | 84 |
|
2023
Q2 | $1.97M | Sell |
6,965
-53
| -0.8% | -$15K | 0.22% | 86 |
|
2023
Q1 | $1.35M | Buy |
7,018
+2,230
| +47% | +$429K | 0.16% | 87 |
|
2022
Q4 | $541K | Sell |
4,788
-354
| -7% | -$40K | 0.07% | 100 |
|
2022
Q3 | $1.22M | Buy |
5,142
+3,588
| +231% | +$854K | 0.18% | 79 |
|
2022
Q2 | $1.08M | Buy |
1,554
+38
| +3% | +$26.4K | 0.16% | 82 |
|
2022
Q1 | $1.59M | Buy |
1,516
+222
| +17% | +$232K | 0.22% | 79 |
|
2021
Q4 | $1.43M | Buy |
1,294
+161
| +14% | +$178K | 0.19% | 84 |
|
2021
Q3 | $879K | Buy |
1,133
+538
| +90% | +$417K | 0.14% | 92 |
|
2021
Q2 | $404K | Buy |
595
+118
| +25% | +$80.1K | 0.07% | 107 |
|
2021
Q1 | $364K | Buy |
+477
| New | +$364K | 0.07% | 107 |
|
2020
Q4 | – | Sell |
-1,140
| Closed | -$489K | – | 139 |
|
2020
Q3 | $489K | Buy |
1,140
+792
| +228% | +$340K | 0.13% | 96 |
|
2020
Q2 | $376K | Sell |
348
-63
| -15% | -$68.1K | 0.12% | 89 |
|
2020
Q1 | $282K | Buy |
+411
| New | +$282K | 0.12% | 81 |
|