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Perennial Investment Advisors’s Tesla TSLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.97M Buy
28,252
+2,586
+10% +$821K 0.87% 25
2025
Q1
$6.65M Buy
25,666
+3,538
+16% +$917K 0.75% 31
2024
Q4
$8.94M Buy
22,128
+1,921
+10% +$776K 1.05% 24
2024
Q3
$5.29M Buy
20,207
+3,423
+20% +$896K 0.68% 33
2024
Q2
$3.32M Buy
16,784
+3,290
+24% +$651K 0.47% 45
2024
Q1
$2.37M Sell
13,494
-4,104
-23% -$721K 0.36% 55
2023
Q4
$4.35M Sell
17,598
-551
-3% -$136K 0.72% 34
2023
Q3
$4.54M Sell
18,149
-231
-1% -$57.8K 0.82% 27
2023
Q2
$4.81M Buy
18,380
+462
+3% +$121K 0.85% 23
2023
Q1
$3.72M Buy
17,918
+2,852
+19% +$592K 0.69% 34
2022
Q4
$1.86M Sell
15,066
-1,897
-11% -$234K 0.75% 32
2022
Q3
$4.5M Buy
16,963
+9,911
+141% +$2.63M 2.04% 9
2022
Q2
$4.75M Buy
7,052
+413
+6% +$278K 1.86% 12
2022
Q1
$7.15M Buy
6,639
+428
+7% +$461K 2.26% 9
2021
Q4
$6.56M Buy
6,211
+225
+4% +$238K 2.05% 10
2021
Q3
$4.64M Sell
5,986
-79
-1% -$61.3K 1.64% 11
2021
Q2
$4.12M Sell
6,065
-107
-2% -$72.7K 1.5% 10
2021
Q1
$4.12M Buy
6,172
+281
+5% +$188K 1.63% 10
2020
Q4
$4.16M Buy
5,891
+48
+0.8% +$33.9K 1.78% 9
2020
Q3
$2.51M Buy
5,843
+5,251
+887% +$2.25M 1.26% 16
2020
Q2
$639K Sell
592
-86
-13% -$92.8K 0.43% 54
2020
Q1
$354K Sell
678
-140
-17% -$73.1K 0.31% 69
2019
Q4
$342K Buy
+818
New +$342K 0.27% 88