VA
Valmark Advisers’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.14M | Buy |
19,318
+1,989
| +11% | +$632K | 0.09% | 98 |
|
|
2025
Q1 | $4.49M | Buy |
17,329
+878
| +5% | +$228K | 0.07% | 117 |
|
|
2024
Q4 | $6.64M | Buy |
16,451
+1,664
| +11% | +$672K | 0.1% | 91 |
|
|
2024
Q3 | $3.87M | Buy |
14,787
+1,041
| +8% | +$272K | 0.06% | 125 |
|
|
2024
Q2 | $2.72M | Buy |
13,746
+1,073
| +8% | +$212K | 0.05% | 145 |
|
|
2024
Q1 | $2.23M | Buy |
12,673
+2,021
| +19% | +$355K | 0.04% | 157 |
|
|
2023
Q4 | $2.65M | Buy |
10,652
+135
| +1% | +$33.5K | 0.05% | 134 |
|
|
2023
Q3 | $2.63M | Buy |
10,517
+152
| +1% | +$38K | 0.05% | 124 |
|
|
2023
Q2 | $2.71M | Buy |
10,365
+24
| +0.2% | +$6.28K | 0.06% | 118 |
|
|
2023
Q1 | $2.15M | Buy |
10,341
+1,018
| +11% | +$211K | 0.05% | 134 |
|
|
2022
Q4 | $1.15M | Buy |
9,323
+978
| +12% | +$120K | 0.03% | 196 |
|
|
2022
Q3 | $2.21M | Buy |
8,345
+5,700
| +216% | +$1.51M | 0.04% | 116 |
|
|
2022
Q2 | $1.78M | Buy |
2,645
+69
| +3% | +$46.5K | 0.03% | 123 |
|
|
2022
Q1 | $2.78M | Buy |
2,576
+878
| +52% | +$946K | 0.05% | 103 |
|
|
2021
Q4 | $1.79M | Buy |
1,698
+83
| +5% | +$87.7K | 0.03% | 133 |
|
|
2021
Q3 | $1.25M | Sell |
1,615
-37
| -2% | -$28.7K | 0.02% | 158 |
|
|
2021
Q2 | $1.12M | Sell |
1,652
-440
| -21% | -$299K | 0.02% | 171 |
|
|
2021
Q1 | $1.4M | Buy |
2,092
+80
| +4% | +$53.4K | 0.03% | 144 |
|
|
2020
Q4 | $1.42M | Buy |
2,012
+534
| +36% | +$377K | 0.03% | 131 |
|
|
2020
Q3 | $634K | Buy |
1,478
+1,233
| +503% | +$529K | 0.01% | 165 |
|
|
2020
Q2 | $265K | Buy |
+245
| New | +$265K | 0.01% | 227 |
|