PFG Private Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-304
| Closed | -$78.8K | – | 235 |
|
|
2025
Q1 | $78.8K | Buy |
304
+4
| +1% | +$1.04K | 0.04% | 85 |
|
|
2024
Q4 | $121K | Buy |
300
+22
| +8% | +$8.88K | 0.07% | 76 |
|
|
2024
Q3 | $72.7K | Buy |
278
+32
| +13% | +$8.37K | 0.04% | 86 |
|
|
2024
Q2 | $48.7K | Sell |
246
-138
| -36% | -$27.3K | 0.03% | 94 |
|
|
2024
Q1 | $67.5K | Buy |
384
+36
| +10% | +$6.33K | 0.04% | 82 |
|
|
2023
Q4 | $86.5K | Sell |
348
-465
| -57% | -$116K | 0.06% | 75 |
|
|
2023
Q3 | $203K | Buy |
813
+468
| +136% | +$117K | 0.15% | 32 |
|
|
2023
Q2 | $90.3K | Hold |
345
| – | – | 0.05% | 121 |
|
|
2023
Q1 | $71.6K | Hold |
345
| – | – | 0.05% | 137 |
|
|
2022
Q4 | $42K | Hold |
345
| – | – | 0.03% | 147 |
|
|
2022
Q3 | $92K | Hold |
345
| – | – | 0.06% | 80 |
|
|
2022
Q2 | $77K | Buy |
345
+27
| +8% | +$6.03K | 0.04% | 135 |
|
|
2022
Q1 | $114K | Hold |
318
| – | – | 0.06% | 97 |
|
|
2021
Q4 | $112K | Buy |
318
+75
| +31% | +$26.4K | 0.06% | 82 |
|
|
2021
Q3 | $63K | Buy |
+243
| New | +$63K | 0.04% | 139 |
|