Pacific Wealth Strategies 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 | $208K | Buy |
+675
| New | +$208K | 0.14% | 54 |
|
|
2025
Q1 | – | Sell |
-1,602
| Closed | -$647K | – | 58 |
|
|
2024
Q4 | $647K | Buy |
1,602
+155
| +11% | +$62.6K | 0.45% | 40 |
|
|
2024
Q3 | $379K | Sell |
1,447
-55
| -4% | -$14.4K | 0.28% | 39 |
|
|
2024
Q2 | $297K | Sell |
1,502
-425
| -22% | -$84.1K | 0.25% | 41 |
|
|
2024
Q1 | $339K | Buy |
1,927
+520
| +37% | +$91.4K | 0.28% | 40 |
|
|
2023
Q4 | $350K | Sell |
1,407
-387
| -22% | -$96.2K | 0.33% | 41 |
|
|
2023
Q3 | $449K | Sell |
1,794
-1,117
| -38% | -$279K | 0.47% | 39 |
|
|
2023
Q2 | $762K | Buy |
2,911
+60
| +2% | +$15.7K | 0.78% | 30 |
|
|
2023
Q1 | $591K | Hold |
2,851
| – | – | 0.68% | 35 |
|
|
2022
Q4 | $351K | Buy |
2,851
+28
| +1% | +$3.45K | 0.47% | 35 |
|
|
2022
Q3 | $749K | Buy |
2,823
+54
| +2% | +$14.3K | 1.04% | 29 |
|
|
2022
Q2 | $622K | Buy |
2,769
+354
| +15% | +$79.5K | 0.8% | 32 |
|
|
2022
Q1 | $867K | Sell |
2,415
-1,005
| -29% | -$361K | 0.36% | 50 |
|
|
2021
Q4 | $1.21M | Sell |
3,420
-321
| -9% | -$113K | 0.42% | 48 |
|
|
2021
Q3 | $967K | Hold |
3,741
| – | – | 0.36% | 55 |
|
|
2021
Q2 | $848K | Sell |
3,741
-300
| -7% | -$68K | 0.32% | 59 |
|
|
2021
Q1 | $900K | Buy |
4,041
+210
| +5% | +$46.8K | 0.38% | 60 |
|
|
2020
Q4 | $1.12M | Buy |
3,831
+1,851
| +93% | +$543K | 0.49% | 49 |
|
|
2020
Q3 | $283K | Buy |
+1,980
| New | +$283K | 0.15% | 67 |
|