Peterson Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Buy |
2,401
+402
| +20% | +$128K | 0.13% | 49 |
|
|
2025
Q1 | $466K | Sell |
1,999
-11
| -0.5% | -$2.57K | 0.09% | 60 |
|
|
2024
Q4 | $825K | Sell |
2,010
-268
| -12% | -$110K | 0.15% | 40 |
|
|
2024
Q3 | $596K | Sell |
2,278
-15
| -0.7% | -$3.92K | 0.11% | 47 |
|
|
2024
Q2 | $454K | Buy |
2,293
+6
| +0.3% | +$1.19K | 0.1% | 49 |
|
|
2024
Q1 | $402K | Sell |
2,287
-14
| -0.6% | -$2.46K | 0.09% | 49 |
|
|
2023
Q4 | $572K | Buy |
2,301
+26
| +1% | +$6.46K | 0.14% | 39 |
|
|
2023
Q3 | $569K | Hold |
2,275
| – | – | 0.15% | 38 |
|
|
2023
Q2 | $637K | Hold |
2,275
| – | – | 0.17% | 35 |
|
|
2023
Q1 | $472K | Buy |
2,275
+24
| +1% | +$4.98K | 0.13% | 45 |
|
|
2022
Q4 | $277K | Buy |
2,251
+103
| +5% | +$12.7K | 0.08% | 50 |
|
|
2022
Q3 | $570K | Buy |
2,148
+114
| +6% | +$30.3K | 0.19% | 34 |
|
|
2022
Q2 | $457K | Buy |
2,034
+150
| +8% | +$33.7K | 0.15% | 37 |
|
|
2022
Q1 | $677K | Buy |
1,884
+141
| +8% | +$50.7K | 0.2% | 36 |
|
|
2021
Q4 | $614K | Buy |
1,743
+18
| +1% | +$6.34K | 0.18% | 38 |
|
|
2021
Q3 | $446K | Hold |
1,725
| – | – | 0.15% | 39 |
|
|
2021
Q2 | $391K | Sell |
1,725
-30
| -2% | -$6.8K | 0.14% | 41 |
|
|
2021
Q1 | $391K | Sell |
1,755
-651
| -27% | -$145K | 0.16% | 38 |
|
|
2020
Q4 | $566K | Buy |
2,406
+51
| +2% | +$12K | 0.25% | 30 |
|
|
2020
Q3 | $337K | Buy |
+2,355
| New | +$337K | 0.17% | 37 |
|