Alliance Wealth Advisors (Pennsylvania)’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $340K | Buy |
1,069
+156
| +17% | +$49.6K | 0.17% | 104 |
|
2025
Q1 | $237K | Buy |
913
+106
| +13% | +$27.5K | 0.13% | 126 |
|
2024
Q4 | $326K | Buy |
+807
| New | +$326K | 0.18% | 100 |
|
2024
Q1 | – | Sell |
-860
| Closed | -$214K | – | 138 |
|
2023
Q4 | $214K | Hold |
860
| – | – | 0.14% | 120 |
|
2023
Q3 | $215K | Hold |
860
| – | – | 0.16% | 118 |
|
2023
Q2 | $225K | Buy |
+860
| New | +$225K | 0.16% | 118 |
|
2022
Q4 | – | Sell |
-879
| Closed | -$233K | – | 115 |
|
2022
Q3 | $233K | Buy |
+879
| New | +$233K | 0.22% | 90 |
|
2022
Q2 | – | Sell |
-879
| Closed | -$316K | – | 123 |
|
2022
Q1 | $316K | Sell |
879
-54
| -6% | -$19.4K | 0.26% | 85 |
|
2021
Q4 | $329K | Sell |
933
-105
| -10% | -$37K | 0.27% | 82 |
|
2021
Q3 | $268K | Buy |
1,038
+120
| +13% | +$31K | 0.24% | 85 |
|
2021
Q2 | $208K | Hold |
918
| – | – | 0.19% | 105 |
|
2021
Q1 | $204K | Sell |
918
-30
| -3% | -$6.67K | 0.2% | 99 |
|
2020
Q4 | $223K | Buy |
+948
| New | +$223K | 0.23% | 91 |
|