Waverly 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 | $15.4M | Buy |
48,383
+1,117
| +2% | +$355K | 0.17% | 124 |
|
|
2025
Q1 | $12.2M | Buy |
47,266
+6,960
| +17% | +$1.8M | 0.15% | 148 |
|
|
2024
Q4 | $16.3M | Buy |
40,306
+4,726
| +13% | +$1.91M | 0.25% | 82 |
|
|
2024
Q3 | $9.31M | Sell |
35,580
-2,403
| -6% | -$629K | 0.17% | 131 |
|
|
2024
Q2 | $7.52M | Buy |
37,983
+23,692
| +166% | +$4.69M | 0.15% | 142 |
|
|
2024
Q1 | $2.51M | Buy |
14,291
+5,107
| +56% | +$898K | 0.06% | 226 |
|
|
2023
Q4 | $2.28M | Buy |
9,184
+3,552
| +63% | +$883K | 0.09% | 135 |
|
|
2023
Q3 | $1.41M | Sell |
5,632
-775
| -12% | -$194K | 0.06% | 169 |
|
|
2023
Q2 | $1.68M | Buy |
6,407
+220
| +4% | +$57.6K | 0.07% | 145 |
|
|
2023
Q1 | $1.28M | Buy |
6,187
+2,821
| +84% | +$585K | 0.07% | 128 |
|
|
2022
Q4 | $415K | Buy |
3,366
+1,070
| +47% | +$132K | 0.02% | 199 |
|
|
2022
Q3 | $609K | Buy |
2,296
+817
| +55% | +$217K | 0.04% | 140 |
|
|
2022
Q2 | $332K | Buy |
1,479
+465
| +46% | +$104K | 0.03% | 158 |
|
|
2022
Q1 | $364K | Sell |
1,014
-21
| -2% | -$7.54K | 0.03% | 146 |
|
|
2021
Q4 | $297K | Buy |
1,035
+66
| +7% | +$18.9K | 0.03% | 158 |
|
|
2021
Q3 | $344K | Buy |
969
+120
| +14% | +$42.6K | 0.03% | 156 |
|
|
2021
Q2 | $203K | Buy |
+849
| New | +$203K | 0.02% | 189 |
|
|
2020
Q4 | – | Sell |
-2,799
| Closed | -$362K | – | 156 |
|
|
2020
Q3 | $362K | Buy |
+2,799
| New | +$362K | 0.05% | 104 |
|
|
2018
Q1 | – | Sell |
-375
| Closed | -$8K | – | 349 |
|
|
2017
Q4 | $8K | Buy |
+375
| New | +$8K | ﹤0.01% | 343 |
|
|
2014
Q4 | – | Sell |
-720
| Closed | -$12K | – | 659 |
|
|
2014
Q3 | $12K | Hold |
720
| – | – | 0.01% | 437 |
|
|
2014
Q2 | $12K | Sell |
720
-60
| -8% | -$1K | 0.01% | 413 |
|
|
2014
Q1 | $11K | Sell |
780
-360
| -32% | -$5.08K | 0.01% | 407 |
|
|
2013
Q4 | $11K | Buy |
+1,140
| New | +$11K | ﹤0.01% | 542 |
|