Palo Alto 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 | $796K | Buy |
2,505
+6
| +0.2% | +$1.91K | 0.3% | 24 |
|
|
2025
Q1 | $835K | Buy |
2,499
+1,475
| +144% | +$493K | 0.33% | 22 |
|
|
2024
Q4 | $414K | Sell |
1,024
-176
| -15% | -$71.1K | 0.15% | 37 |
|
|
2024
Q3 | $263K | Sell |
1,200
-36
| -3% | -$7.88K | 0.11% | 43 |
|
|
2024
Q2 | $245K | Hold |
1,236
| – | – | 0.17% | 39 |
|
|
2024
Q1 | $217K | Sell |
1,236
-2,000
| -62% | -$352K | 0.15% | 40 |
|
|
2023
Q4 | $804K | Hold |
3,236
| – | – | 0.61% | 19 |
|
|
2023
Q3 | $810K | Buy |
3,236
+300
| +10% | +$75.1K | 0.68% | 18 |
|
|
2023
Q2 | $769K | Hold |
2,936
| – | – | 0.61% | 20 |
|
|
2023
Q1 | $609K | Sell |
2,936
-1,000
| -25% | -$207K | 0.49% | 27 |
|
|
2022
Q4 | $485K | Buy |
+3,936
| New | +$485K | 0.41% | 29 |
|