TSLA TESLA INC

Ownership history in Avion Wealth  ·  24 quarters on record

This page tracks every 13F SEC filing in which Avion Wealth 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
0.58% (2025 Q4)
Avg. % of fund
0.15%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,134 +304 +5.2% 0.58% $2.8M $449.72
2025 Q3 ADDED 5,830 +2,755 +89.6% 0.56% $2.6M $444.72
2025 Q2 ADDED 3,075 +89 +3.0% 0.20% $796K $317.66
2025 Q1 UNCHANGED 2,986 0% 0.31% $1.2M $259.16
2024 Q4 REDUCED 2,986 -200 -6.3% 0.31% $1.2M $403.84
2024 Q3 REDUCED 3,186 -536 -14.4% 0.22% $833K $261.63
2024 Q2 ADDED 3,722 +1,318 +54.8% 0.20% $736K $197.88
2024 Q1 REDUCED 2,404 -54 -2.2% 0.11% $423K $175.79
2023 Q4 ADDED 2,458 +146 +6.3% 0.17% $611K $248.48
2023 Q3 ADDED 2,312 +383 +19.9% 0.17% $578K $250.22
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TSLA price (monthly, adj. close)
← Back to Avion Wealth Holdings