TSLA TESLA INC

Ownership history in Activest Wealth Management  ·  18 quarters on record

This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in TESLA INC (TSLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.11% (2024 Q4)
Avg. % of fund
0.54%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,443 -96 -0.8% 0.96% $5.1M $449.72
2025 Q3 ADDED 11,539 +419 +3.8% 1.04% $5.1M $444.72
2025 Q2 ADDED 11,120 +1,007 +10.0% 0.85% $3.5M $317.66
2025 Q1 ADDED 10,113 +256 +2.6% 0.70% $2.6M $259.16
2024 Q4 ADDED 9,857 +1,038 +11.8% 1.11% $4.0M $403.84
2024 Q3 REDUCED 8,819 -1,111 -11.2% 0.71% $2.3M $261.63
2024 Q2 ADDED 9,930 +8,052 +428.8% 0.65% $2.0M $197.88
2024 Q1 ADDED 1,878 +660 +54.2% 0.16% $330K $175.79
2023 Q4 ADDED 1,218 +4 +0.3% 0.17% $303K $248.48
2023 Q3 REDUCED 1,214 -569 -31.9% 0.19% $304K $250.22
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TSLA price (monthly, adj. close)
← Back to Activest Wealth Management Holdings