PA
Perennial Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
861
| – | – | 0.05% | 103 |
|
|
2025
Q1 | $223K | Buy |
+861
| New | +$223K | 0.04% | 107 |
|
|
2021
Q3 | – | Sell |
-103
| Closed | -$70K | – | 255 |
|
|
2021
Q2 | $70K | Hold |
103
| – | – | 0.02% | 132 |
|
|
2021
Q1 | $69K | Sell |
103
-22
| -18% | -$14.7K | 0.02% | 131 |
|
|
2020
Q4 | $88K | Buy |
+125
| New | +$88K | 0.03% | 108 |
|
|
2020
Q3 | – | Sell |
-56
| Closed | -$60K | – | 193 |
|
|
2020
Q2 | $60K | Buy |
+56
| New | +$60K | 0.03% | 121 |
|
|
2019
Q1 | – | Sell |
-79
| Closed | -$26K | – | 173 |
|
|
2018
Q4 | $26K | Hold |
79
| – | – | 0.02% | 121 |
|
|
2018
Q3 | $21K | Sell |
79
-93
| -54% | -$24.7K | 0.01% | 141 |
|
|
2018
Q2 | $59K | Sell |
172
-50
| -23% | -$17.2K | 0.04% | 101 |
|
|
2018
Q1 | $59K | Sell |
222
-26
| -10% | -$6.91K | 0.04% | 98 |
|
|
2017
Q4 | $77K | Buy |
248
+115
| +86% | +$35.7K | 0.05% | 97 |
|
|
2017
Q3 | $45K | Sell |
133
-10
| -7% | -$3.38K | 0.03% | 102 |
|
|
2017
Q2 | $52K | Sell |
143
-16
| -10% | -$5.82K | 0.04% | 97 |
|
|
2017
Q1 | $44K | Hold |
159
| – | – | 0.03% | 99 |
|
|
2016
Q4 | $34K | Buy |
+159
| New | +$34K | 0.03% | 103 |
|