Ownership history in Nicholas Wealth, LLC. · 10 quarters on record
This page tracks every 13F SEC filing in which Nicholas Wealth, LLC. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 12,898 | -3,329 | -20.5% | 3.89% | $5.8M | $449.72 |
| 2025 Q3 | ADDED | 16,227 | +440 | +2.8% | 3.01% | $7.2M | $444.72 |
| 2025 Q2 | ADDED | 15,787 | +300 | +1.9% | 2.44% | $5.0M | $317.66 |
| 2025 Q1 | REDUCED | 15,487 | -3,991 | -20.5% | 2.32% | $4.0M | $259.16 |
| 2024 Q4 | ADDED | 19,478 | +1,031 | +5.6% | 4.22% | $7.9M | $403.84 |
| 2024 Q3 | ADDED | 18,447 | +2,552 | +16.1% | 2.98% | $4.8M | $261.63 |
| 2024 Q2 | ADDED | 15,895 | +1,637 | +11.5% | 2.20% | $3.1M | $197.88 |
| 2024 Q1 | ADDED | 14,258 | +497 | +3.6% | 1.89% | $2.5M | $175.79 |
| 2023 Q4 | ADDED | 13,761 | +6,406 | +87.1% | 2.74% | $3.2M | $248.48 |
| 2023 Q3 | INITIATED | 7,355 | — | — | 1.69% | $1.8M | — |
As of 2025 Q4 — sorted by position size