IVC 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 | $834K | Buy |
2,625
+10
| +0.4% | +$3.18K | 0.41% | 52 |
|
|
2025
Q1 | $678K | Buy |
2,615
+289
| +12% | +$74.9K | 0.36% | 58 |
|
|
2024
Q4 | $939K | Sell |
2,326
-177
| -7% | -$71.5K | 0.53% | 42 |
|
|
2024
Q3 | $655K | Sell |
2,503
-518
| -17% | -$136K | 0.36% | 64 |
|
|
2024
Q2 | $598K | Buy |
3,021
+379
| +14% | +$75K | 0.33% | 69 |
|
|
2024
Q1 | $464K | Buy |
2,642
+1,810
| +218% | +$318K | 0.27% | 86 |
|
|
2023
Q4 | $207K | Buy |
832
+25
| +3% | +$6.21K | 0.13% | 153 |
|
|
2023
Q3 | $202K | Sell |
807
-9
| -1% | -$2.25K | 0.14% | 139 |
|
|
2023
Q2 | $214K | Buy |
+816
| New | +$214K | 0.14% | 137 |
|
|
2022
Q4 | – | Sell |
-948
| Closed | -$251K | – | 159 |
|
|
2022
Q3 | $251K | Buy |
948
+30
| +3% | +$7.94K | 0.2% | 116 |
|
|
2022
Q2 | $206K | Buy |
918
+141
| +18% | +$31.6K | 0.16% | 137 |
|
|
2022
Q1 | $279K | Buy |
+777
| New | +$279K | 0.18% | 118 |
|