PWM
PBMares Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Buy |
2,594
+20
| +0.8% | +$6.35K | 0.15% | 79 |
|
|
2025
Q1 | $667K | Sell |
2,574
-25
| -1% | -$6.48K | 0.13% | 88 |
|
|
2024
Q4 | $1.05M | Buy |
2,599
+19
| +0.7% | +$7.67K | 0.21% | 66 |
|
|
2024
Q3 | $675K | Sell |
2,580
-16
| -0.6% | -$4.19K | 0.14% | 88 |
|
|
2024
Q2 | $514K | Buy |
2,596
+320
| +14% | +$63.3K | 0.13% | 100 |
|
|
2024
Q1 | $400K | Buy |
2,276
+41
| +2% | +$7.21K | 0.1% | 119 |
|
|
2023
Q4 | $555K | Sell |
2,235
-79
| -3% | -$19.6K | 0.17% | 93 |
|
|
2023
Q3 | $579K | Buy |
2,314
+139
| +6% | +$34.8K | 0.21% | 83 |
|
|
2023
Q2 | $569K | Sell |
2,175
-160
| -7% | -$41.9K | 0.2% | 87 |
|
|
2023
Q1 | $484K | Buy |
2,335
+97
| +4% | +$20.1K | 0.18% | 101 |
|
|
2022
Q4 | $276K | Sell |
2,238
-63
| -3% | -$7.76K | 0.11% | 128 |
|
|
2022
Q3 | $610K | Buy |
2,301
+1,534
| +200% | +$407K | 0.27% | 70 |
|
|
2022
Q2 | $517K | Buy |
767
+88
| +13% | +$59.3K | 0.22% | 85 |
|
|
2022
Q1 | $732K | Hold |
679
| – | – | 0.45% | 56 |
|
|
2021
Q4 | $718K | Sell |
679
-2
| -0.3% | -$2.12K | 0.3% | 69 |
|
|
2021
Q3 | $528K | Sell |
681
-400
| -37% | -$310K | 0.25% | 81 |
|
|
2021
Q2 | $735K | Buy |
1,081
+200
| +23% | +$136K | 0.4% | 67 |
|
|
2021
Q1 | $588K | Buy |
881
+198
| +29% | +$132K | 0.48% | 67 |
|
|
2020
Q4 | $482K | Sell |
683
-17
| -2% | -$12K | 0.55% | 67 |
|
|
2020
Q3 | $300K | Buy |
+700
| New | +$300K | 0.44% | 76 |
|