Paragon Private Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Buy
6,180
+1,045
+20% +$332K 0.78% 34
2025
Q1
$1.33M Buy
5,135
+188
+4% +$48.7K 0.62% 48
2024
Q4
$2M Buy
4,947
+810
+20% +$327K 0.92% 30
2024
Q3
$1.08M Buy
4,137
+417
+11% +$109K 0.54% 54
2024
Q2
$736K Buy
3,720
+148
+4% +$29.3K 0.42% 69
2024
Q1
$628K Buy
3,572
+282
+9% +$49.6K 0.37% 78
2023
Q4
$817K Buy
3,290
+434
+15% +$108K 0.57% 63
2023
Q3
$715K Buy
2,856
+53
+2% +$13.3K 0.59% 58
2023
Q2
$734K Buy
2,803
+74
+3% +$19.4K 0.58% 61
2023
Q1
$566K Buy
2,729
+107
+4% +$22.2K 0.48% 66
2022
Q4
$323K Buy
2,622
+253
+11% +$31.2K 0.29% 93
2022
Q3
$527K Buy
2,369
+191
+9% +$42.5K 0.51% 61
2022
Q2
$489K Hold
2,178
0.52% 59
2022
Q1
$519K Buy
2,178
+222
+11% +$52.9K 0.51% 62
2021
Q4
$689K Buy
+1,956
New +$689K 0.61% 51