Paces Ferry Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
3,370
-13
| -0.4% | -$4.13K | 0.49% | 39 |
|
|
2025
Q1 | $877K | Sell |
3,383
-436
| -11% | -$113K | 0.44% | 42 |
|
|
2024
Q4 | $1.54M | Sell |
3,819
-438
| -10% | -$177K | 0.75% | 32 |
|
|
2024
Q3 | $1.11M | Sell |
4,257
-113
| -3% | -$29.6K | 0.64% | 35 |
|
|
2024
Q2 | $865K | Buy |
4,370
+340
| +8% | +$67.3K | 0.52% | 40 |
|
|
2024
Q1 | $708K | Buy |
4,030
+443
| +12% | +$77.9K | 0.45% | 47 |
|
|
2023
Q4 | $891K | Sell |
3,587
-41
| -1% | -$10.2K | 0.62% | 39 |
|
|
2023
Q3 | $908K | Sell |
3,628
-156
| -4% | -$39K | 0.72% | 36 |
|
|
2023
Q2 | $991K | Buy |
3,784
+151
| +4% | +$39.5K | 0.74% | 37 |
|
|
2023
Q1 | $754K | Buy |
3,633
+1,809
| +99% | +$375K | 0.61% | 44 |
|
|
2022
Q4 | $225K | Sell |
1,824
-253
| -12% | -$31.2K | 0.22% | 96 |
|
|
2022
Q3 | $551K | Sell |
2,077
-35
| -2% | -$9.29K | 0.6% | 39 |
|
|
2022
Q2 | $474K | Buy |
2,112
+198
| +10% | +$44.4K | 0.47% | 49 |
|
|
2022
Q1 | $688K | Buy |
+1,914
| New | +$688K | 0.55% | 42 |
|
|
2021
Q1 | – | Sell |
-2,118
| Closed | -$465K | – | 122 |
|
|
2020
Q4 | $465K | Buy |
2,118
+1,209
| +133% | +$265K | 0.42% | 59 |
|
|
2020
Q3 | $130K | Buy |
+909
| New | +$130K | 0.11% | 134 |
|