Patton Albertson Miller 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 | $605K | Buy |
1,906
+677
| +55% | +$215K | 0.08% | 136 |
|
|
2025
Q1 | $319K | Buy |
1,229
+140
| +13% | +$36.3K | 0.05% | 174 |
|
|
2024
Q4 | $440K | Buy |
1,089
+40
| +4% | +$16.2K | 0.06% | 154 |
|
|
2024
Q3 | $274K | Hold |
1,049
| – | – | 0.04% | 184 |
|
|
2024
Q2 | $208K | Buy |
+1,049
| New | +$208K | 0.03% | 201 |
|
|
2022
Q4 | – | Sell |
-1,023
| Closed | -$271K | – | 223 |
|
|
2022
Q3 | $271K | Hold |
1,023
| – | – | 0.06% | 180 |
|
|
2022
Q2 | $230K | Hold |
1,023
| – | – | 0.05% | 207 |
|
|
2022
Q1 | $367K | Hold |
1,023
| – | – | 0.06% | 184 |
|
|
2021
Q4 | $360K | Hold |
1,023
| – | – | 0.06% | 203 |
|
|
2021
Q3 | $264K | Hold |
1,023
| – | – | 0.05% | 221 |
|
|
2021
Q2 | $232K | Hold |
1,023
| – | – | 0.05% | 196 |
|
|
2021
Q1 | $228K | Sell |
1,023
-189
| -16% | -$42.1K | 0.06% | 196 |
|
|
2020
Q4 | $322K | Buy |
+1,212
| New | +$322K | 0.08% | 176 |
|