Perigon Wealth Management’s Tesla TSLA Stock Holding History

Perigon Wealth Management’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$26.9M	Buy	90,462 +8,834	+11%	+$2.62M	0.63%	31
2025 Q1	$21.2M	Sell	81,628 -871	-1%	-$226K	0.54%	34
2024 Q4	$34.1M	Sell	82,499 -2,441	-3%	-$1.01M	0.84%	20
2024 Q3	$22.2M	Sell	84,940 -5,195	-6%	-$1.36M	0.59%	28
2024 Q2	$17.8M	Sell	90,135 -10,996	-11%	-$2.18M	0.52%	36
2024 Q1	$17.8M	Sell	101,131 -1,285	-1%	-$226K	0.54%	36
2023 Q4	$25.4M	Sell	102,416 -6,729	-6%	-$1.67M	0.83%	18
2023 Q3	$27.3M	Sell	109,145 -13,119	-11%	-$3.28M	1.11%	15
2023 Q2	$31.9M	Buy	122,264 +72,904	+148%	+$19M	1.26%	13
2023 Q1	$10.2M	Buy	49,360 +2,310	+5%	+$479K	0.58%	33
2022 Q4	$5.8M	Buy	47,050 +6,370	+16%	+$785K	0.36%	69
2022 Q3	$10.8M	Buy	40,680 +2,727	+7%	+$723K	0.93%	17
2022 Q2	$8.52M	Buy	37,953 +2,241	+6%	+$503K	0.71%	21
2022 Q1	$12.8M	Sell	35,712 -1,554	-4%	-$558K	0.91%	18
2021 Q4	$13.1M	Sell	37,266 -2,058	-5%	-$725K	0.94%	18
2021 Q3	$10.2M	Sell	39,324 -4,143	-10%	-$1.07M	0.88%	18
2021 Q2	$9.85M	Sell	43,467 -699	-2%	-$158K	0.88%	18
2021 Q1	$9.83M	Sell	44,166 -2,337	-5%	-$520K	1%	14
2020 Q4	$10.9M	Buy	46,503 +11,811	+34%	+$2.78M	1.27%	12
2020 Q3	$4.96M	Sell	34,692 -5,838	-14%	-$835K	0.69%	30
2020 Q2	$2.92M	Sell	40,530 -3,675	-8%	-$265K	0.46%	46
2020 Q1	$1.69M	Buy	44,205 +16,605	+60%	+$634K	0.31%	64
2019 Q4	$831K	Sell	27,600 -10,350	-27%	-$312K	0.17%	102
2019 Q3	$652K	Buy	37,950 +810	+2%	+$13.9K	0.15%	101
2019 Q2	$553K	Buy	37,140 +75	+0.2%	+$1.12K	0.13%	117
2019 Q1	$612K	Sell	37,065 -6,000	-14%	-$99.1K	0.14%	104
2018 Q4	$853K	Buy	43,065 +12,855	+43%	+$255K	0.22%	78
2018 Q3	$533K	Sell	30,210 -10,110	-25%	-$178K	0.13%	115
2018 Q2	$922K	Buy	40,320 +35,670	+767%	+$816K	0.28%	81
2018 Q1	$83K	Sell	4,650 -315	-6%	-$5.62K	0.03%	255
2017 Q4	$103K	Sell	4,965 -38,640	-89%	-$802K	0.04%	198
2017 Q3	$992K	Sell	43,605 -71,340	-62%	-$1.62M	0.32%	69
2017 Q2	$2.77M	Sell	114,945 -5,430	-5%	-$131K	0.6%	46
2017 Q1	$2.23M	Buy	120,375 +1,110	+0.9%	+$20.6K	0.47%	67
2016 Q4	$2M	Buy	119,265 +5,115	+4%	+$85.8K	0.44%	74
2016 Q3	$1.55M	Buy	114,150 +1,230	+1%	+$16.7K	0.4%	74
2016 Q2	$1.6M	Buy	112,920 +7,740	+7%	+$110K	0.42%	69
2016 Q1	$1.83M	Hold	105,180	–	–	0.57%	53
2015 Q4	$1.68M	Buy	105,180 +31,440	+43%	+$503K	0.46%	60
2015 Q3	$1.22M	Buy	73,740 +330	+0.4%	+$5.46K	0.36%	75
2015 Q2	$1.31M	Buy	73,410 +3,330	+5%	+$59.6K	0.35%	80
2015 Q1	$882K	Buy	70,080 +21,285	+44%	+$268K	0.24%	100
2014 Q4	$723K	Buy	48,795 +14,820	+44%	+$220K	0.22%	106
2014 Q3	$550K	Sell	33,975 -6,525	-16%	-$106K	0.16%	113
2014 Q2	$648K	Buy	+40,500	New	+$648K	0.18%	108