OWA
Octavia Wealth Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
7,570
-1,030
| -12% | -$327K | 0.27% | 42 |
|
|
2025
Q1 | $2.23M | Buy |
8,600
+174
| +2% | +$45.1K | 0.27% | 42 |
|
|
2024
Q4 | $3.4M | Buy |
8,426
+15
| +0.2% | +$6.06K | 0.41% | 33 |
|
|
2024
Q3 | $2.2M | Buy |
8,411
+316
| +4% | +$82.7K | 0.27% | 41 |
|
|
2024
Q2 | $1.6M | Buy |
8,095
+973
| +14% | +$193K | 0.22% | 51 |
|
|
2024
Q1 | $1.25M | Buy |
7,122
+2,269
| +47% | +$399K | 0.19% | 60 |
|
|
2023
Q4 | $1.21M | Buy |
4,853
+304
| +7% | +$75.5K | 0.21% | 66 |
|
|
2023
Q3 | $1.14M | Sell |
4,549
-2
| -0% | -$500 | 0.23% | 58 |
|
|
2023
Q2 | $1.19M | Sell |
4,551
-160
| -3% | -$41.9K | 0.24% | 55 |
|
|
2023
Q1 | $977K | Buy |
4,711
+181
| +4% | +$37.6K | 0.22% | 60 |
|
|
2022
Q4 | $558K | Sell |
4,530
-366
| -7% | -$45.1K | 0.14% | 83 |
|
|
2022
Q3 | $1.3M | Buy |
4,896
+3,137
| +178% | +$832K | 0.35% | 47 |
|
|
2022
Q2 | $1.19M | Buy |
1,759
+594
| +51% | +$401K | 0.31% | 56 |
|
|
2022
Q1 | $1.26M | Sell |
1,165
-29
| -2% | -$31.2K | 0.28% | 54 |
|
|
2021
Q4 | $1.26M | Buy |
1,194
+90
| +8% | +$95.1K | 0.27% | 57 |
|
|
2021
Q3 | $857K | Buy |
1,104
+167
| +18% | +$130K | 0.22% | 64 |
|
|
2021
Q2 | $637K | Buy |
937
+78
| +9% | +$53K | 0.17% | 78 |
|
|
2021
Q1 | $574K | Buy |
859
+18
| +2% | +$12K | 0.17% | 83 |
|
|
2020
Q4 | $593K | Buy |
+841
| New | +$593K | 0.19% | 84 |
|