IBEX 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 | $3.2M | Buy |
10,075
+1,773
| +21% | +$563K | 0.34% | 73 |
|
|
2025
Q1 | $2.15M | Sell |
8,302
-1,698
| -17% | -$440K | 0.28% | 74 |
|
|
2024
Q4 | $4.04M | Sell |
10,000
-1,835
| -16% | -$741K | 0.48% | 65 |
|
|
2024
Q3 | $1.49M | Buy |
11,835
+2,152
| +22% | +$270K | 0.41% | 54 |
|
|
2024
Q2 | $1.92M | Buy |
9,683
+1,645
| +20% | +$326K | 0.3% | 72 |
|
|
2024
Q1 | $990K | Buy |
8,038
+8,029
| +89,211% | +$989K | 0.27% | 68 |
|
|
2023
Q4 | $2.34K | Sell |
9
-8,801
| -100% | -$2.28M | 0.51% | 61 |
|
|
2023
Q3 | $2.2M | Buy |
+8,810
| New | +$2.2M | 0.56% | 57 |
|
|
2023
Q1 | $1.67M | Hold |
8,038
| – | – | 0.43% | 63 |
|
|
2022
Q4 | $990K | Buy |
8,038
+508
| +7% | +$62.6K | 0.22% | 91 |
|
|
2022
Q3 | $2M | Hold |
7,530
| – | – | 0.52% | 66 |
|
|
2022
Q2 | $1.69M | Sell |
7,530
-4,941
| -40% | -$1.11M | 0.39% | 85 |
|
|
2022
Q1 | $4.48M | Sell |
12,471
-765
| -6% | -$275K | 0.86% | 42 |
|
|
2021
Q4 | $4.66M | Buy |
13,236
+582
| +5% | +$205K | 0.83% | 43 |
|
|
2021
Q3 | $3.27M | Buy |
12,654
+6,267
| +98% | +$1.62M | 0.63% | 66 |
|
|
2021
Q2 | $1.45M | Buy |
+6,387
| New | +$1.45M | 0.29% | 99 |
|
|
2018
Q1 | – | Sell |
-24,705
| Closed | -$554K | – | 116 |
|
|
2017
Q4 | $554K | Hold |
24,705
| – | – | 0.25% | 69 |
|
|
2017
Q3 | $565K | Hold |
24,705
| – | – | 0.21% | 93 |
|
|
2017
Q2 | $520K | Buy |
+24,705
| New | +$520K | 0.2% | 95 |
|