Panoramic Investment 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 | $346K | Buy |
1,089
+53
| +5% | +$16.8K | 0.21% | 82 |
|
|
2025
Q1 | $268K | Sell |
1,036
-963
| -48% | -$250K | 0.18% | 94 |
|
|
2024
Q4 | $807K | Sell |
1,999
-18
| -0.9% | -$7.27K | 0.53% | 47 |
|
|
2024
Q3 | $528K | Buy |
+2,017
| New | +$528K | 0.36% | 63 |
|
|
2024
Q1 | $658K | Buy |
3,744
+2,429
| +185% | +$427K | 0.49% | 50 |
|
|
2023
Q4 | $327K | Buy |
1,315
+501
| +62% | +$124K | 0.28% | 71 |
|
|
2023
Q3 | $204K | Buy |
+814
| New | +$204K | 0.19% | 94 |
|