Peninsula Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $2.7M | Buy |
6,679
+273
| +4% | +$110K | 0.46% | 27 |
|
2024
Q3 | $1.42M | Buy |
6,406
+178
| +3% | +$39.4K | 0.25% | 39 |
|
2024
Q2 | $1.55M | Buy |
6,228
+482
| +8% | +$120K | 0.29% | 36 |
|
2024
Q1 | $1.01M | Sell |
5,746
-488
| -8% | -$85.8K | 0.2% | 46 |
|
2023
Q4 | $1.55M | Buy |
6,234
+576
| +10% | +$143K | 0.32% | 33 |
|
2023
Q3 | $1.2M | Buy |
5,658
+370
| +7% | +$78.5K | 0.28% | 33 |
|
2023
Q2 | $1.38M | Buy |
5,288
+51
| +1% | +$13.4K | 0.36% | 30 |
|
2023
Q1 | $1.09M | Buy |
5,237
+561
| +12% | +$116K | 0.31% | 33 |
|
2022
Q4 | $576K | Sell |
4,676
-528
| -10% | -$65K | 0.18% | 37 |
|
2022
Q3 | $1.38M | Buy |
5,204
+161
| +3% | +$42.7K | 0.49% | 24 |
|
2022
Q2 | $1.13M | Buy |
5,043
+111
| +2% | +$24.9K | 0.38% | 25 |
|
2022
Q1 | $1.77M | Sell |
4,932
-45
| -0.9% | -$16.2K | 0.5% | 21 |
|
2021
Q4 | $1.75M | Buy |
+4,977
| New | +$1.75M | 0.47% | 22 |
|
2020
Q4 | – | Sell |
-4,320
| Closed | -$618K | – | 49 |
|
2020
Q3 | $618K | Buy |
4,320
+45
| +1% | +$6.44K | 0.26% | 25 |
|
2020
Q2 | $308K | Buy |
+4,275
| New | +$308K | 0.14% | 38 |
|