KPWS
Kestra Private Wealth Services’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.9M | Buy |
179,033
+2,999
| +2% | +$953K | 0.82% | 20 |
|
|
2025
Q1 | $45.6M | Buy |
176,034
+7,085
| +4% | +$1.84M | 0.76% | 20 |
|
|
2024
Q4 | $68.2M | Sell |
168,949
-4,594
| -3% | -$1.86M | 1.16% | 9 |
|
|
2024
Q3 | $45.4M | Buy |
173,543
+16,034
| +10% | +$4.2M | 0.83% | 19 |
|
|
2024
Q2 | $31.2M | Buy |
157,509
+69,053
| +78% | +$13.7M | 0.62% | 28 |
|
|
2024
Q1 | $15.5M | Buy |
88,456
+2,687
| +3% | +$472K | 0.35% | 64 |
|
|
2023
Q4 | $21.3M | Buy |
85,769
+9,152
| +12% | +$2.27M | 0.54% | 29 |
|
|
2023
Q3 | $19.2M | Buy |
76,617
+18,673
| +32% | +$4.67M | 0.6% | 26 |
|
|
2023
Q2 | $15.2M | Buy |
57,944
+1,513
| +3% | +$396K | 0.52% | 39 |
|
|
2023
Q1 | $11.7M | Buy |
56,431
+11,488
| +26% | +$2.38M | 0.47% | 49 |
|
|
2022
Q4 | $5.54M | Buy |
44,943
+220
| +0.5% | +$27.1K | 0.28% | 99 |
|
|
2022
Q3 | $11.9M | Buy |
44,723
+29,342
| +191% | +$7.78M | 0.69% | 20 |
|
|
2022
Q2 | $10.4M | Sell |
15,381
-740
| -5% | -$498K | 0.59% | 28 |
|
|
2022
Q1 | $17.4M | Buy |
16,121
+168
| +1% | +$181K | 0.86% | 10 |
|
|
2021
Q4 | $16.9M | Buy |
15,953
+639
| +4% | +$675K | 0.81% | 13 |
|
|
2021
Q3 | $11.9M | Buy |
15,314
+791
| +5% | +$613K | 0.66% | 23 |
|
|
2021
Q2 | $9.87M | Buy |
14,523
+203
| +1% | +$138K | 0.6% | 26 |
|
|
2021
Q1 | $9.57M | Buy |
14,320
+1,098
| +8% | +$733K | 0.67% | 22 |
|
|
2020
Q4 | $9.19M | Buy |
13,222
+62
| +0.5% | +$43.1K | 0.68% | 21 |
|
|
2020
Q3 | $5.65M | Buy |
+13,160
| New | +$5.65M | 0.49% | 45 |
|