TWA
TCI Wealth Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
5,362
+273
| +5% | +$86.7K | 0.12% | 68 |
|
|
2025
Q1 | $1.32M | Sell |
5,089
-904
| -15% | -$234K | 0.11% | 68 |
|
|
2024
Q4 | $2.42M | Sell |
5,993
-621
| -9% | -$251K | 0.2% | 47 |
|
|
2024
Q3 | $1.73M | Sell |
6,614
-32
| -0.5% | -$8.37K | 0.15% | 57 |
|
|
2024
Q2 | $1.32M | Buy |
6,646
+712
| +12% | +$141K | 0.12% | 62 |
|
|
2024
Q1 | $1.04M | Sell |
5,934
-685
| -10% | -$120K | 0.1% | 76 |
|
|
2023
Q4 | $1.64M | Buy |
6,619
+616
| +10% | +$153K | 0.18% | 53 |
|
|
2023
Q3 | $1.5M | Buy |
6,003
+515
| +9% | +$129K | 0.19% | 52 |
|
|
2023
Q2 | $1.44M | Sell |
5,488
-1,536
| -22% | -$402K | 0.18% | 51 |
|
|
2023
Q1 | $1.46M | Sell |
7,024
-517
| -7% | -$107K | 0.19% | 49 |
|
|
2022
Q4 | $929K | Sell |
7,541
-837
| -10% | -$103K | 0.13% | 70 |
|
|
2022
Q3 | $2.22M | Buy |
8,378
+5,706
| +214% | +$1.51M | 0.36% | 34 |
|
|
2022
Q2 | $1.8M | Buy |
2,672
+203
| +8% | +$137K | 0.28% | 41 |
|
|
2022
Q1 | $2.66M | Sell |
2,469
-43
| -2% | -$46.3K | 0.4% | 27 |
|
|
2021
Q4 | $2.66M | Buy |
2,512
+28
| +1% | +$29.6K | 0.39% | 29 |
|
|
2021
Q3 | $1.93M | Buy |
2,484
+72
| +3% | +$55.8K | 0.29% | 35 |
|
|
2021
Q2 | $1.64M | Buy |
2,412
+203
| +9% | +$138K | 0.28% | 38 |
|
|
2021
Q1 | $1.48M | Buy |
2,209
+217
| +11% | +$145K | 0.63% | 37 |
|
|
2020
Q4 | $1.41M | Buy |
1,992
+153
| +8% | +$108K | 0.63% | 30 |
|
|
2020
Q3 | $789K | Buy |
1,839
+1,555
| +548% | +$667K | 0.31% | 57 |
|
|
2020
Q2 | $307K | Sell |
284
-9
| -3% | -$9.73K | 0.13% | 101 |
|
|
2020
Q1 | $154K | Sell |
293
-62
| -17% | -$32.6K | 0.08% | 156 |
|
|
2019
Q4 | $149K | Buy |
355
+3
| +0.9% | +$1.26K | 0.06% | 201 |
|
|
2019
Q3 | $85K | Sell |
352
-85
| -19% | -$20.5K | 0.04% | 233 |
|
|
2019
Q2 | $98K | Buy |
437
+81
| +23% | +$18.2K | 0.04% | 208 |
|
|
2019
Q1 | $100K | Sell |
356
-7
| -2% | -$1.97K | 0.04% | 231 |
|
|
2018
Q4 | $121K | Buy |
363
+144
| +66% | +$48K | 0.06% | 184 |
|
|
2018
Q3 | $58K | Buy |
219
+19
| +10% | +$5.03K | 0.02% | 301 |
|
|
2018
Q2 | $69K | Sell |
200
-8
| -4% | -$2.76K | 0.03% | 275 |
|
|
2018
Q1 | $55K | Buy |
208
+30
| +17% | +$7.93K | 0.03% | 312 |
|
|
2017
Q4 | $55K | Buy |
178
+1
| +0.6% | +$309 | 0.02% | 324 |
|
|
2017
Q3 | $60K | Sell |
177
-30
| -14% | -$10.2K | 0.03% | 288 |
|
|
2017
Q2 | $75K | Buy |
207
+30
| +17% | +$10.9K | 0.04% | 248 |
|
|
2017
Q1 | $49K | Hold |
177
| – | – | 0.03% | 305 |
|
|
2016
Q4 | $38K | Hold |
177
| – | – | 0.02% | 370 |
|
|
2016
Q3 | $36K | Sell |
177
-8
| -4% | -$1.63K | 0.02% | 346 |
|
|
2016
Q2 | $39K | Sell |
185
-57
| -24% | -$12K | 0.02% | 324 |
|
|
2016
Q1 | $56K | Buy |
242
+86
| +55% | +$19.9K | 0.03% | 285 |
|
|
2015
Q4 | $37K | Sell |
156
-15
| -9% | -$3.56K | 0.02% | 341 |
|
|
2015
Q3 | $42K | Hold |
171
| – | – | 0.03% | 308 |
|
|
2015
Q2 | $46K | Hold |
171
| – | – | 0.03% | 289 |
|
|
2015
Q1 | $32K | Buy |
171
+3
| +2% | +$561 | 0.02% | 289 |
|
|
2014
Q4 | $37K | Buy |
168
+10
| +6% | +$2.2K | 0.02% | 278 |
|
|
2014
Q3 | $38K | Sell |
158
-24
| -13% | -$5.77K | 0.02% | 254 |
|
|
2014
Q2 | $44K | Buy |
182
+30
| +20% | +$7.25K | 0.03% | 257 |
|
|
2014
Q1 | $32K | Buy |
152
+100
| +192% | +$21.1K | 0.02% | 274 |
|
|
2013
Q4 | $8K | Hold |
52
| – | – | 0.01% | 464 |
|
|
2013
Q3 | $10K | Buy |
52
+3
| +6% | +$577 | 0.01% | 381 |
|
|
2013
Q2 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 464 |
|