PWA
PCG Wealth Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
4,313
-522
| -11% | -$166K | 0.7% | 40 |
|
|
2025
Q1 | $1.25M | Buy |
4,835
+1,560
| +48% | +$404K | 0.44% | 66 |
|
|
2024
Q4 | $1.32M | Sell |
3,275
-300
| -8% | -$121K | 0.49% | 63 |
|
|
2024
Q3 | $935K | Sell |
3,575
-2
| -0.1% | -$523 | 0.36% | 65 |
|
|
2024
Q2 | $708K | Sell |
3,577
-72
| -2% | -$14.2K | 0.31% | 67 |
|
|
2024
Q1 | $641K | Sell |
3,649
-155
| -4% | -$27.2K | 0.31% | 61 |
|
|
2023
Q4 | $945K | Buy |
3,804
+40
| +1% | +$9.94K | 0.53% | 48 |
|
|
2023
Q3 | $942K | Buy |
3,764
+250
| +7% | +$62.6K | 0.62% | 42 |
|
|
2023
Q2 | $920K | Sell |
3,514
-272
| -7% | -$71.2K | 0.57% | 43 |
|
|
2023
Q1 | $785K | Sell |
3,786
-496
| -12% | -$103K | 0.5% | 50 |
|
|
2022
Q4 | $527K | Sell |
4,282
-3,838
| -47% | -$473K | 0.33% | 61 |
|
|
2022
Q3 | $2.15M | Buy |
8,120
+6,590
| +431% | +$1.75M | 0.77% | 35 |
|
|
2022
Q2 | $1.03M | Buy |
1,530
+155
| +11% | +$104K | 0.74% | 32 |
|
|
2022
Q1 | $1.48M | Buy |
1,375
+50
| +4% | +$53.9K | 0.94% | 27 |
|
|
2021
Q4 | $1.4M | Buy |
+1,325
| New | +$1.4M | 0.97% | 24 |
|