LVW 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 | $2.61M | Buy |
8,212
+1,519
| +23% | +$483K | 0.28% | 44 |
|
|
2025
Q1 | $1.73M | Buy |
6,693
+118
| +2% | +$30.6K | 0.21% | 68 |
|
|
2024
Q4 | $2.66M | Buy |
6,575
+256
| +4% | +$103K | 0.32% | 48 |
|
|
2024
Q3 | $1.65M | Buy |
6,319
+1,878
| +42% | +$491K | 0.21% | 73 |
|
|
2024
Q2 | $879K | Buy |
4,441
+460
| +12% | +$91K | 0.13% | 102 |
|
|
2024
Q1 | $700K | Sell |
3,981
-219
| -5% | -$38.5K | 0.12% | 124 |
|
|
2023
Q4 | $1.04M | Buy |
4,200
+1,166
| +38% | +$290K | 0.2% | 81 |
|
|
2023
Q3 | $759K | Buy |
3,034
+1,393
| +85% | +$349K | 0.16% | 83 |
|
|
2023
Q2 | $430K | Buy |
1,641
+42
| +3% | +$11K | 0.08% | 137 |
|
|
2023
Q1 | $332K | Buy |
+1,599
| New | +$332K | 0.06% | 174 |
|
|
2022
Q4 | – | Sell |
-2,786
| Closed | -$739K | – | 237 |
|
|
2022
Q3 | $739K | Sell |
2,786
-157
| -5% | -$41.6K | 0.17% | 94 |
|
|
2022
Q2 | $661K | Sell |
2,943
-312
| -10% | -$70.1K | 0.13% | 108 |
|
|
2022
Q1 | $1.17M | Buy |
3,255
+117
| +4% | +$42K | 0.2% | 77 |
|
|
2021
Q4 | $1.11M | Sell |
3,138
-420
| -12% | -$148K | 0.19% | 88 |
|
|
2021
Q3 | $920K | Buy |
3,558
+876
| +33% | +$227K | 0.16% | 101 |
|
|
2021
Q2 | $608K | Buy |
2,682
+144
| +6% | +$32.6K | 0.11% | 132 |
|
|
2021
Q1 | $565K | Buy |
2,538
+1,140
| +82% | +$254K | 0.11% | 132 |
|
|
2020
Q4 | $329K | Buy |
+1,398
| New | +$329K | 0.07% | 160 |
|