Petix & Botte Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+660
| New | +$210K | 0.05% | 125 |
|
|
2025
Q1 | – | Sell |
-1,210
| Closed | -$489K | – | 127 |
|
|
2024
Q4 | $489K | Hold |
1,210
| – | – | 0.13% | 89 |
|
|
2024
Q3 | $317K | Hold |
1,210
| – | – | 0.08% | 93 |
|
|
2024
Q2 | $239K | Buy |
+1,210
| New | +$239K | 0.07% | 108 |
|
|
2024
Q1 | – | Sell |
-1,210
| Closed | -$301K | – | 163 |
|
|
2023
Q4 | $301K | Hold |
1,210
| – | – | 0.09% | 96 |
|
|
2023
Q3 | $303K | Hold |
1,210
| – | – | 0.1% | 95 |
|
|
2023
Q2 | $317K | Buy |
+1,210
| New | +$317K | 0.1% | 97 |
|
|
2022
Q2 | – | Sell |
-810
| Closed | -$291K | – | 112 |
|
|
2022
Q1 | $291K | Buy |
810
+45
| +6% | +$16.2K | 0.09% | 89 |
|
|
2021
Q4 | $269K | Sell |
765
-765
| -50% | -$269K | 0.17% | 69 |
|
|
2021
Q3 | $397K | Buy |
+1,530
| New | +$397K | 0.13% | 71 |
|
|
2021
Q1 | – | Sell |
-1,695
| Closed | -$399K | – | 81 |
|
|
2020
Q4 | $399K | Sell |
1,695
-90
| -5% | -$21.2K | 0.3% | 58 |
|
|
2020
Q3 | $256K | Buy |
+1,785
| New | +$256K | 0.2% | 67 |
|