Great Valley Advisor Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
37,889
-1,026
| -3% | -$326K | 0.27% | 91 |
|
|
2025
Q1 | $10.1M | Buy |
38,915
+2,710
| +7% | +$702K | 0.22% | 114 |
|
|
2024
Q4 | $14.6M | Sell |
36,205
-3,200
| -8% | -$1.29M | 0.33% | 81 |
|
|
2024
Q3 | $10.3M | Sell |
39,405
-2,170
| -5% | -$568K | 0.25% | 99 |
|
|
2024
Q2 | $8.23M | Buy |
41,575
+3,064
| +8% | +$606K | 0.23% | 103 |
|
|
2024
Q1 | $6.77M | Sell |
38,511
-5,475
| -12% | -$962K | 0.21% | 118 |
|
|
2023
Q4 | $10.9M | Buy |
43,986
+6,563
| +18% | +$1.63M | 0.38% | 65 |
|
|
2023
Q3 | $9.36M | Sell |
37,423
-877
| -2% | -$219K | 0.39% | 68 |
|
|
2023
Q2 | $10M | Buy |
38,300
+5,767
| +18% | +$1.51M | 0.42% | 60 |
|
|
2023
Q1 | $6.75M | Buy |
32,533
+3,287
| +11% | +$682K | 0.31% | 84 |
|
|
2022
Q4 | $3.6M | Buy |
29,246
+2,044
| +8% | +$252K | 0.18% | 139 |
|
|
2022
Q3 | $7.22M | Sell |
27,202
-1,154
| -4% | -$306K | 0.4% | 58 |
|
|
2022
Q2 | $6.37M | Buy |
28,356
+8,811
| +45% | +$1.98M | 0.35% | 77 |
|
|
2022
Q1 | $6.99M | Buy |
19,545
+1,629
| +9% | +$583K | 0.41% | 67 |
|
|
2021
Q4 | $5.9M | Buy |
17,916
+2,043
| +13% | +$673K | 0.36% | 70 |
|
|
2021
Q3 | $4.1M | Buy |
15,873
+429
| +3% | +$111K | 0.28% | 91 |
|
|
2021
Q2 | $3.48M | Buy |
15,444
+1,875
| +14% | +$423K | 0.26% | 104 |
|
|
2021
Q1 | $3.02M | Sell |
13,569
-4,872
| -26% | -$1.08M | 0.29% | 80 |
|
|
2020
Q4 | $4.34M | Buy |
18,441
+660
| +4% | +$155K | 0.45% | 49 |
|
|
2020
Q3 | $2.54M | Buy |
17,781
+7,866
| +79% | +$1.12M | 0.31% | 75 |
|
|
2020
Q2 | $714K | Buy |
+9,915
| New | +$714K | 0.12% | 183 |
|