JFS 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 | $612K | Sell |
1,927
-138
| -7% | -$43.8K | 0.04% | 187 |
|
|
2025
Q1 | $535K | Buy |
2,065
+709
| +52% | +$184K | 0.04% | 194 |
|
|
2024
Q4 | $548K | Sell |
1,356
-658
| -33% | -$266K | 0.04% | 186 |
|
|
2024
Q3 | $527K | Buy |
2,014
+864
| +75% | +$226K | 0.04% | 195 |
|
|
2024
Q2 | $228K | Sell |
1,150
-33
| -3% | -$6.53K | 0.02% | 227 |
|
|
2024
Q1 | $208K | Sell |
1,183
-114
| -9% | -$20K | 0.02% | 242 |
|
|
2023
Q4 | $322K | Buy |
1,297
+66
| +5% | +$16.4K | 0.03% | 181 |
|
|
2023
Q3 | $308K | Buy |
1,231
+38
| +3% | +$9.51K | 0.03% | 175 |
|
|
2023
Q2 | $312K | Buy |
1,193
+107
| +10% | +$28K | 0.03% | 178 |
|
|
2023
Q1 | $225K | Buy |
1,086
+290
| +36% | +$60.2K | 0.02% | 205 |
|
|
2022
Q4 | $98K | Sell |
796
-468
| -37% | -$57.6K | 0.01% | 281 |
|
|
2022
Q3 | $335K | Buy |
1,264
+313
| +33% | +$83K | 0.04% | 174 |
|
|
2022
Q2 | $214K | Sell |
951
-480
| -34% | -$108K | 0.02% | 204 |
|
|
2022
Q1 | $514K | Buy |
1,431
+189
| +15% | +$67.9K | 0.05% | 157 |
|
|
2021
Q4 | $438K | Buy |
1,242
+165
| +15% | +$58.2K | 0.04% | 167 |
|
|
2021
Q3 | $279K | Buy |
1,077
+219
| +26% | +$56.7K | 0.03% | 191 |
|
|
2021
Q2 | $194K | Sell |
858
-600
| -41% | -$136K | 0.03% | 167 |
|
|
2021
Q1 | $325K | Sell |
1,458
-15
| -1% | -$3.34K | 0.07% | 120 |
|
|
2020
Q4 | $346K | Buy |
1,473
+1,200
| +440% | +$282K | 0.07% | 116 |
|
|
2020
Q3 | $39K | Buy |
273
+123
| +82% | +$17.6K | 0.01% | 260 |
|
|
2020
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 377 |
|
|
2020
Q1 | $5K | Sell |
150
-750
| -83% | -$25K | ﹤0.01% | 392 |
|
|
2019
Q4 | $25K | Hold |
900
| – | – | 0.01% | 290 |
|
|
2019
Q3 | $14K | Hold |
900
| – | – | ﹤0.01% | 342 |
|
|
2019
Q2 | $13K | Hold |
900
| – | – | ﹤0.01% | 346 |
|
|
2019
Q1 | $17K | Hold |
900
| – | – | ﹤0.01% | 315 |
|
|
2018
Q4 | $20K | Hold |
900
| – | – | 0.01% | 288 |
|
|
2018
Q3 | $16K | Hold |
900
| – | – | ﹤0.01% | 350 |
|
|
2018
Q2 | $21K | Hold |
900
| – | – | 0.01% | 309 |
|
|
2018
Q1 | $16K | Hold |
900
| – | – | ﹤0.01% | 336 |
|
|
2017
Q4 | $19K | Sell |
900
-15
| -2% | -$317 | ﹤0.01% | 338 |
|
|
2017
Q3 | $21K | Hold |
915
| – | – | 0.01% | 317 |
|
|
2017
Q2 | $22K | Hold |
915
| – | – | 0.01% | 293 |
|
|
2017
Q1 | $13K | Hold |
915
| – | – | ﹤0.01% | 338 |
|
|
2016
Q4 | $13K | Hold |
915
| – | – | ﹤0.01% | 338 |
|
|
2016
Q3 | $12K | Hold |
915
| – | – | ﹤0.01% | 370 |
|
|
2016
Q2 | $13K | Buy |
915
+15
| +2% | +$213 | ﹤0.01% | 366 |
|
|
2016
Q1 | $14K | Sell |
900
-15,000
| -94% | -$233K | ﹤0.01% | 359 |
|
|
2015
Q4 | $254K | Hold |
15,900
| – | – | 0.07% | 116 |
|
|
2015
Q3 | $263K | Buy |
15,900
+13,500
| +563% | +$223K | 0.12% | 89 |
|
|
2015
Q2 | $43K | Buy |
2,400
+1,500
| +167% | +$26.9K | 0.02% | 198 |
|
|
2015
Q1 | $11K | Hold |
900
| – | – | 0.01% | 353 |
|
|
2014
Q4 | $13K | Hold |
900
| – | – | ﹤0.01% | 345 |
|
|
2014
Q3 | $15K | Hold |
900
| – | – | ﹤0.01% | 296 |
|
|
2014
Q2 | $14K | Buy |
+900
| New | +$14K | ﹤0.01% | 298 |
|
|
2013
Q3 | – | Sell |
-30,900
| Closed | -$221K | – | 129 |
|
|
2013
Q2 | $221K | Buy |
+30,900
| New | +$221K | 0.11% | 104 |
|