HNWAG
High Net Worth Advisory Group’s Tesla TSLA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.78M | Buy |
5,602
+409
| +8% | +$130K | 0.47% | 50 |
|
2025
Q1 | $1.35M | Buy |
5,193
+389
| +8% | +$101K | 0.38% | 63 |
|
2024
Q4 | $1.94M | Buy |
4,804
+236
| +5% | +$95.3K | 0.54% | 48 |
|
2024
Q3 | $1.2M | Sell |
4,568
-357
| -7% | -$93.4K | 0.33% | 67 |
|
2024
Q2 | $975K | Sell |
4,925
-1,598
| -24% | -$316K | 0.3% | 75 |
|
2024
Q1 | $1.15M | Sell |
6,523
-1,272
| -16% | -$224K | 0.36% | 65 |
|
2023
Q4 | $1.94M | Sell |
7,795
-86
| -1% | -$21.4K | 0.72% | 36 |
|
2023
Q3 | $1.97M | Buy |
7,881
+500
| +7% | +$125K | 0.79% | 33 |
|
2023
Q2 | $1.93M | Sell |
7,381
-106
| -1% | -$27.7K | 0.75% | 35 |
|
2023
Q1 | $1.55M | Buy |
7,487
+1,508
| +25% | +$313K | 0.63% | 42 |
|
2022
Q4 | $736K | Buy |
5,979
+137
| +2% | +$16.9K | 0.29% | 90 |
|
2022
Q3 | $1.55M | Buy |
5,842
+3,369
| +136% | +$894K | 0.66% | 39 |
|
2022
Q2 | $1.67M | Buy |
2,473
+1,122
| +83% | +$755K | 0.69% | 39 |
|
2022
Q1 | $1.46M | Sell |
1,351
-403
| -23% | -$434K | 0.53% | 49 |
|
2021
Q4 | $1.85M | Buy |
+1,754
| New | +$1.85M | 0.65% | 37 |
|