Omnia Family Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
3,908
+660
| +20% | +$210K | 0.45% | 27 |
|
|
2025
Q1 | $842K | Buy |
3,248
+1,032
| +47% | +$267K | 0.35% | 29 |
|
|
2024
Q4 | $895K | Buy |
2,216
+117
| +6% | +$47.2K | 0.37% | 27 |
|
|
2024
Q3 | $549K | Buy |
2,099
+359
| +21% | +$93.9K | 0.24% | 39 |
|
|
2024
Q2 | $344K | Buy |
1,740
+269
| +18% | +$53.2K | 0.15% | 54 |
|
|
2024
Q1 | $259K | Buy |
1,471
+22
| +2% | +$3.87K | 0.12% | 62 |
|
|
2023
Q4 | $360K | Buy |
1,449
+27
| +2% | +$6.71K | 0.18% | 47 |
|
|
2023
Q3 | $356K | Buy |
1,422
+42
| +3% | +$10.5K | 0.22% | 45 |
|
|
2023
Q2 | $361K | Buy |
1,380
+31
| +2% | +$8.12K | 0.25% | 48 |
|
|
2023
Q1 | $280K | Buy |
+1,349
| New | +$280K | 0.22% | 53 |
|
|
2022
Q4 | – | Sell |
-1,647
| Closed | -$437K | – | 73 |
|
|
2022
Q3 | $437K | Buy |
1,647
+207
| +14% | +$54.9K | 0.36% | 33 |
|
|
2022
Q2 | $323K | Sell |
1,440
-114
| -7% | -$25.6K | 0.24% | 51 |
|
|
2022
Q1 | $558K | Sell |
1,554
-378
| -20% | -$136K | 0.37% | 34 |
|
|
2021
Q4 | $681K | Buy |
1,932
+498
| +35% | +$176K | 0.41% | 32 |
|
|
2021
Q3 | $371K | Sell |
1,434
-189
| -12% | -$48.9K | 0.26% | 52 |
|
|
2021
Q2 | $368K | Sell |
1,623
-18
| -1% | -$4.08K | 0.24% | 50 |
|
|
2021
Q1 | $365K | Sell |
1,641
-78
| -5% | -$17.3K | 0.27% | 51 |
|
|
2020
Q4 | $404K | Buy |
+1,719
| New | +$404K | 0.37% | 44 |
|
|
2019
Q1 | – | Sell |
-120
| Closed | -$3K | – | 601 |
|
|
2018
Q4 | $3K | Sell |
120
-75
| -38% | -$1.88K | ﹤0.01% | 364 |
|
|
2018
Q3 | $3K | Sell |
195
-1,305
| -87% | -$20.1K | ﹤0.01% | 393 |
|
|
2018
Q2 | $34K | Hold |
1,500
| – | – | 0.02% | 177 |
|
|
2018
Q1 | $27K | Hold |
1,500
| – | – | 0.01% | 188 |
|
|
2017
Q4 | $31K | Sell |
1,500
-420
| -22% | -$8.68K | 0.01% | 191 |
|
|
2017
Q3 | $44K | Hold |
1,920
| – | – | 0.02% | 156 |
|
|
2017
Q2 | $46K | Hold |
1,920
| – | – | 0.02% | 155 |
|
|
2017
Q1 | $36K | Buy |
1,920
+1,500
| +357% | +$28.1K | 0.02% | 172 |
|
|
2016
Q4 | $6K | Buy |
+420
| New | +$6K | ﹤0.01% | 352 |
|