HWA
HCR Wealth Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Sell |
14,762
-295
| -2% | -$93.7K | 0.55% | 29 |
|
|
2025
Q1 | $3.9M | Buy |
15,057
+798
| +6% | +$207K | 0.51% | 32 |
|
|
2024
Q4 | $5.76M | Sell |
14,259
-93
| -0.6% | -$37.6K | 0.72% | 18 |
|
|
2024
Q3 | $3.76M | Sell |
14,352
-1,064
| -7% | -$278K | 0.49% | 34 |
|
|
2024
Q2 | $3.05M | Buy |
15,416
+580
| +4% | +$115K | 0.44% | 38 |
|
|
2024
Q1 | $2.61M | Sell |
14,836
-899
| -6% | -$158K | 0.4% | 41 |
|
|
2023
Q4 | $3.91M | Buy |
15,735
+6,205
| +65% | +$1.54M | 0.62% | 27 |
|
|
2023
Q3 | $2.38M | Buy |
9,530
+591
| +7% | +$148K | 0.52% | 35 |
|
|
2023
Q2 | $2.34M | Sell |
8,939
-4,282
| -32% | -$1.12M | 0.43% | 41 |
|
|
2023
Q1 | $2.74M | Buy |
13,221
+254
| +2% | +$52.7K | 0.54% | 36 |
|
|
2022
Q4 | $1.6M | Sell |
12,967
-67
| -0.5% | -$8.25K | 0.34% | 62 |
|
|
2022
Q3 | $3.46M | Buy |
13,034
+8,465
| +185% | +$2.25M | 0.73% | 27 |
|
|
2022
Q2 | $3.08M | Buy |
4,569
+395
| +9% | +$266K | 0.62% | 32 |
|
|
2022
Q1 | $4.5M | Buy |
4,174
+6
| +0.1% | +$6.47K | 0.74% | 25 |
|
|
2021
Q4 | $4.41M | Sell |
4,168
-139
| -3% | -$147K | 0.68% | 27 |
|
|
2021
Q3 | $3.34M | Sell |
4,307
-166
| -4% | -$129K | 0.56% | 35 |
|
|
2021
Q2 | $3.04M | Sell |
4,473
-494
| -10% | -$336K | 0.53% | 40 |
|
|
2021
Q1 | $3.32M | Buy |
4,967
+140
| +3% | +$93.5K | 0.66% | 28 |
|
|
2020
Q4 | $3.41M | Sell |
4,827
-175
| -3% | -$123K | 0.71% | 25 |
|
|
2020
Q3 | $2.15M | Buy |
5,002
+3,989
| +394% | +$1.71M | 0.49% | 38 |
|
|
2020
Q2 | $1.13M | Sell |
1,013
-45
| -4% | -$50.2K | 0.27% | 67 |
|
|
2020
Q1 | $554K | Sell |
1,058
-70
| -6% | -$36.7K | 0.16% | 86 |
|
|
2019
Q4 | $472K | Sell |
1,128
-160
| -12% | -$67K | 0.11% | 102 |
|
|
2019
Q3 | $317K | Sell |
1,288
-74
| -5% | -$18.2K | 0.11% | 119 |
|
|
2019
Q2 | $304K | Sell |
1,362
-315
| -19% | -$70.3K | 0.09% | 127 |
|
|
2019
Q1 | $357K | Buy |
1,677
+394
| +31% | +$83.9K | 0.1% | 128 |
|
|
2018
Q4 | $427K | Buy |
1,283
+6
| +0.5% | +$2K | 0.14% | 107 |
|
|
2018
Q3 | $373K | Sell |
1,277
-17
| -1% | -$4.97K | 0.12% | 116 |
|
|
2018
Q2 | $444K | Sell |
1,294
-117
| -8% | -$40.1K | 0.15% | 111 |
|
|
2018
Q1 | $376K | Sell |
1,411
-47
| -3% | -$12.5K | 0.13% | 124 |
|
|
2017
Q4 | $454K | Buy |
1,458
+45
| +3% | +$14K | 0.16% | 111 |
|
|
2017
Q3 | $482K | Buy |
1,413
+246
| +21% | +$83.9K | 0.2% | 100 |
|
|
2017
Q2 | $422K | Buy |
1,167
+17
| +1% | +$6.15K | 0.21% | 89 |
|
|
2017
Q1 | $320K | Sell |
1,150
-65
| -5% | -$18.1K | 0.16% | 111 |
|
|
2016
Q4 | $260K | Buy |
+1,215
| New | +$260K | 0.14% | 115 |
|