IAS
IMA Advisory Services’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
9,420
+131
| +1% | +$41.6K | 0.32% | 61 |
|
|
2025
Q1 | $2.41M | Sell |
9,289
-114
| -1% | -$29.5K | 0.29% | 66 |
|
|
2024
Q4 | $3.8M | Sell |
9,403
-82
| -0.9% | -$33.1K | 0.46% | 48 |
|
|
2024
Q3 | $2.48M | Sell |
9,485
-33
| -0.3% | -$8.63K | 0.54% | 52 |
|
|
2024
Q2 | $1.88M | Sell |
9,518
-142
| -1% | -$28.1K | 0.83% | 40 |
|
|
2024
Q1 | $1.7M | Sell |
9,660
-305
| -3% | -$53.6K | 0.8% | 40 |
|
|
2023
Q4 | $2.48M | Sell |
9,965
-1,132
| -10% | -$281K | 1.24% | 29 |
|
|
2023
Q3 | $2.78M | Sell |
11,097
-582
| -5% | -$146K | 0.72% | 46 |
|
|
2023
Q2 | $3.06M | Sell |
11,679
-783
| -6% | -$205K | 0.79% | 43 |
|
|
2023
Q1 | $2.59M | Buy |
12,462
+11,997
| +2,580% | +$2.49M | 0.67% | 47 |
|
|
2022
Q4 | $57.3K | Hold |
465
| – | – | 0.02% | 180 |
|
|
2022
Q3 | $123K | Buy |
465
+310
| +200% | +$82K | 0.03% | 150 |
|
|
2022
Q2 | $104K | Hold |
155
| – | – | 0.03% | 165 |
|
|
2022
Q1 | $167K | Hold |
155
| – | – | 0.04% | 126 |
|
|
2021
Q4 | $164K | Sell |
155
-250
| -62% | -$265K | 0.04% | 135 |
|
|
2021
Q3 | $314K | Hold |
405
| – | – | 0.07% | 108 |
|
|
2021
Q2 | $275K | Hold |
405
| – | – | 0.06% | 113 |
|
|
2021
Q1 | $271K | Hold |
405
| – | – | 0.07% | 111 |
|
|
2020
Q4 | $286K | Hold |
405
| – | – | 0.08% | 103 |
|
|
2020
Q3 | $174K | Sell |
405
-723
| -64% | -$311K | 0.06% | 118 |
|
|
2020
Q2 | $1.22M | Buy |
1,128
+816
| +262% | +$881K | 0.44% | 73 |
|
|
2020
Q1 | $163K | Buy |
312
+8
| +3% | +$4.18K | 0.07% | 111 |
|
|
2019
Q4 | $127K | Hold |
304
| – | – | 0.05% | 118 |
|
|
2019
Q3 | $73K | Hold |
304
| – | – | 0.03% | 139 |
|
|
2019
Q2 | $68K | Sell |
304
-205
| -40% | -$45.9K | 0.03% | 141 |
|
|
2019
Q1 | $142K | Hold |
509
| – | – | 0.06% | 116 |
|
|
2018
Q4 | $169K | Hold |
509
| – | – | 0.08% | 109 |
|
|
2018
Q3 | $135K | Sell |
509
-309
| -38% | -$82K | 0.05% | 125 |
|
|
2018
Q2 | $281K | Buy |
818
+6
| +0.7% | +$2.06K | 0.12% | 102 |
|
|
2018
Q1 | $216K | Buy |
+812
| New | +$216K | 0.1% | 108 |
|
|
2017
Q4 | – | Sell |
-812
| Closed | -$277K | – | 129 |
|
|
2017
Q3 | $277K | Hold |
812
| – | – | 0.13% | 116 |
|
|
2017
Q2 | $294K | Sell |
812
-50
| -6% | -$18.1K | 0.14% | 120 |
|
|
2017
Q1 | $240K | Buy |
+862
| New | +$240K | 0.12% | 127 |
|
|
2015
Q3 | – | Sell |
-1,112
| Closed | -$298K | – | 168 |
|
|
2015
Q2 | $298K | Hold |
1,112
| – | – | 0.14% | 118 |
|
|
2015
Q1 | $210K | Sell |
1,112
-250
| -18% | -$47.2K | 0.1% | 144 |
|
|
2014
Q4 | $303K | Buy |
1,362
+2
| +0.1% | +$445 | 0.16% | 119 |
|
|
2014
Q3 | $330K | Hold |
1,360
| – | – | 0.16% | 133 |
|
|
2014
Q2 | $326K | Hold |
1,360
| – | – | 0.15% | 137 |
|
|
2014
Q1 | $283K | Hold |
1,360
| – | – | 0.13% | 135 |
|
|
2013
Q4 | $205K | Hold |
1,360
| – | – | 0.1% | 150 |
|
|
2013
Q3 | $263K | Buy |
+1,360
| New | +$263K | 0.13% | 138 |
|