Peterson Wealth Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
45,024
+8,410
| +23% | +$2.67M | 3.92% | 5 |
|
|
2025
Q1 | $9.49M | Sell |
36,614
-15,478
| -30% | -$4.01M | 2.94% | 7 |
|
|
2024
Q4 | $21M | Buy |
52,092
+10,370
| +25% | +$4.19M | 6.32% | 3 |
|
|
2024
Q3 | $10.9M | Buy |
41,722
+687
| +2% | +$180K | 3.49% | 5 |
|
|
2024
Q2 | $8.12M | Buy |
41,035
+659
| +2% | +$130K | 2.84% | 8 |
|
|
2024
Q1 | $7.1M | Sell |
40,376
-6,730
| -14% | -$1.18M | 2.58% | 9 |
|
|
2023
Q4 | $11.7M | Buy |
+47,106
| New | +$11.7M | 5.02% | 3 |
|
|
2023
Q3 | – | Sell |
-49,898
| Closed | -$13.1M | – | 86 |
|
|
2023
Q2 | $13.1M | Buy |
49,898
+831
| +2% | +$217K | 6.27% | 3 |
|
|
2023
Q1 | $10.2M | Buy |
49,067
+32,131
| +190% | +$6.65M | 5.23% | 3 |
|
|
2022
Q4 | $2.09M | Buy |
16,936
+1,105
| +7% | +$136K | 1.19% | 28 |
|
|
2022
Q3 | $4.2M | Buy |
15,831
+972
| +7% | +$258K | 2.98% | 5 |
|
|
2022
Q2 | $3.34M | Buy |
14,859
+2,340
| +19% | +$525K | 2.4% | 10 |
|
|
2022
Q1 | $4.5M | Buy |
12,519
+1,686
| +16% | +$606K | 2.76% | 8 |
|
|
2021
Q4 | $3.82M | Buy |
+10,833
| New | +$3.82M | 2.53% | 8 |
|