PCA Investment Advisory Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,232
| Closed | -$497K | – | 132 |
|
2024
Q4 | $497K | Sell |
1,232
-440
| -26% | -$178K | 0.23% | 62 |
|
2024
Q3 | $437K | Sell |
1,672
-92
| -5% | -$24.1K | 0.21% | 72 |
|
2024
Q2 | $349K | Buy |
1,764
+146
| +9% | +$28.9K | 0.18% | 77 |
|
2024
Q1 | $285K | Buy |
1,618
+319
| +25% | +$56.1K | 0.16% | 91 |
|
2023
Q4 | $323K | Buy |
1,299
+18
| +1% | +$4.47K | 0.21% | 70 |
|
2023
Q3 | $321K | Hold |
1,281
| – | – | 0.23% | 68 |
|
2023
Q2 | $335K | Hold |
1,281
| – | – | 0.2% | 70 |
|
2023
Q1 | $266K | Buy |
+1,281
| New | +$266K | 0.19% | 82 |
|