PBMares Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Buy |
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|
2025
Q1 | $667K | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $675K | Sell |
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|
2024
Q2 | $514K | Buy |
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|
2024
Q1 | $400K | Buy |
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|
2023
Q4 | $555K | Sell |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $569K | Sell |
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|
2023
Q1 | $484K | Buy |
|
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|
2022
Q4 | $276K | Sell |
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|
2022
Q3 | $610K | Hold |
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|
2022
Q2 | $517K | Buy |
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|
2022
Q1 | $732K | Hold |
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|
2021
Q4 | $718K | Sell |
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|
2021
Q3 | $528K | Sell |
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|
2021
Q2 | $735K | Buy |
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|
2021
Q1 | $588K | Buy |
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|
2020
Q4 | $482K | Sell |
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|
2020
Q3 | $300K | Buy |
|