Powell Investment 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 | $6.06M | Buy |
19,064
+5,394
| +39% | +$1.71M | 2.27% | 11 |
|
2025
Q1 | $3.54M | Buy |
13,670
+8,200
| +150% | +$2.13M | 1.74% | 11 |
|
2024
Q4 | $2.21M | Buy |
5,470
+150
| +3% | +$60.6K | 1.02% | 15 |
|
2024
Q3 | $1.39M | Buy |
5,320
+700
| +15% | +$183K | 0.65% | 26 |
|
2024
Q2 | $914K | Sell |
4,620
-153
| -3% | -$30.3K | 0.47% | 35 |
|
2024
Q1 | $839K | Buy |
4,773
+991
| +26% | +$174K | 0.44% | 38 |
|
2023
Q4 | $940K | Buy |
3,782
+304
| +9% | +$75.5K | 0.52% | 31 |
|
2023
Q3 | $870K | Buy |
3,478
+195
| +6% | +$48.8K | 0.52% | 33 |
|
2023
Q2 | $859K | Sell |
3,283
-280
| -8% | -$73.3K | 0.5% | 33 |
|
2023
Q1 | $739K | Buy |
3,563
+20
| +0.6% | +$4.15K | 0.41% | 39 |
|
2022
Q4 | $436K | Buy |
3,543
+505
| +17% | +$62.2K | 0.25% | 65 |
|
2022
Q3 | $806K | Buy |
3,038
+599
| +25% | +$159K | 0.53% | 28 |
|
2022
Q2 | $547K | Buy |
2,439
+201
| +9% | +$45.1K | 0.33% | 45 |
|
2022
Q1 | $804K | Buy |
+2,238
| New | +$804K | 0.47% | 28 |
|