IAA
Independent Advisor Alliance’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.4M | Buy |
127,206
+13,063
| +11% | +$4.15M | 1.17% | 13 |
|
|
2025
Q1 | $29.6M | Sell |
114,143
-3,033
| -3% | -$786K | 0.98% | 19 |
|
|
2024
Q4 | $47.3M | Buy |
117,176
+18,172
| +18% | +$7.34M | 0.63% | 27 |
|
|
2024
Q3 | $25.9M | Buy |
99,004
+4,596
| +5% | +$1.2M | 0.94% | 18 |
|
|
2024
Q2 | $18.7M | Sell |
94,408
-13,107
| -12% | -$2.59M | 0.64% | 31 |
|
|
2024
Q1 | $18.9M | Sell |
107,515
-8,360
| -7% | -$1.47M | 0.68% | 33 |
|
|
2023
Q4 | $28.8M | Buy |
115,875
+3,931
| +4% | +$977K | 1.04% | 17 |
|
|
2023
Q3 | $28M | Buy |
111,944
+443
| +0.4% | +$111K | 1.27% | 14 |
|
|
2023
Q2 | $29.2M | Buy |
111,501
+21,051
| +23% | +$5.51M | 1.29% | 13 |
|
|
2023
Q1 | $18.8M | Buy |
90,450
+11,726
| +15% | +$2.43M | 0.9% | 23 |
|
|
2022
Q4 | $9.7K | Buy |
78,724
+4,903
| +7% | +$604 | ﹤0.01% | 170 |
|
|
2022
Q3 | $19.6M | Buy |
73,821
+52,211
| +242% | +$13.8M | 1.14% | 14 |
|
|
2022
Q2 | $14.6M | Buy |
21,610
+2,016
| +10% | +$1.36M | 0.81% | 27 |
|
|
2022
Q1 | $21.1M | Buy |
19,594
+3,430
| +21% | +$3.7M | 1.02% | 15 |
|
|
2021
Q4 | $17.1M | Buy |
16,164
+302
| +2% | +$319K | 0.84% | 23 |
|
|
2021
Q3 | $12.3M | Buy |
15,862
+353
| +2% | +$274K | 0.68% | 29 |
|
|
2021
Q2 | $10.5M | Buy |
15,509
+792
| +5% | +$538K | 0.58% | 36 |
|
|
2021
Q1 | $9.83M | Sell |
14,717
-6,643
| -31% | -$4.44M | 0.58% | 44 |
|
|
2020
Q4 | $15.1M | Sell |
21,360
-841
| -4% | -$593K | 1.02% | 18 |
|
|
2020
Q3 | $9.46M | Buy |
22,201
+17,063
| +332% | +$7.27M | 0.72% | 34 |
|
|
2020
Q2 | $5.72M | Buy |
5,138
+2,373
| +86% | +$2.64M | 0.61% | 32 |
|
|
2020
Q1 | $1.45M | Buy |
2,765
+1,285
| +87% | +$673K | 0.21% | 89 |
|
|
2019
Q4 | $619K | Sell |
1,480
-470
| -24% | -$197K | 0.03% | 484 |
|
|
2019
Q3 | $470K | Buy |
1,950
+144
| +8% | +$34.7K | 0.06% | 263 |
|
|
2019
Q2 | $404K | Buy |
1,806
+219
| +14% | +$49K | 0.06% | 247 |
|
|
2019
Q1 | $444K | Sell |
1,587
-83
| -5% | -$23.2K | 0.06% | 244 |
|
|
2018
Q4 | $556K | Buy |
+1,670
| New | +$556K | 0.1% | 181 |
|
|
2018
Q3 | – | Sell |
-1,177
| Closed | -$404K | – | 394 |
|
|
2018
Q2 | $404K | Buy |
1,177
+348
| +42% | +$119K | 0.08% | 200 |
|
|
2018
Q1 | $209K | Sell |
829
-202
| -20% | -$50.9K | 0.05% | 306 |
|
|
2017
Q4 | $347K | Buy |
1,031
+130
| +14% | +$43.8K | 0.08% | 227 |
|
|
2017
Q3 | $309K | Buy |
901
+217
| +32% | +$74.4K | 0.08% | 209 |
|
|
2017
Q2 | $216K | Buy |
+684
| New | +$216K | 0.07% | 222 |
|