Phoenix 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 | $410K | Sell |
1,290
-20
| -2% | -$6.35K | 0.17% | 89 |
|
|
2025
Q1 | $340K | Sell |
1,310
-503
| -28% | -$130K | 0.15% | 92 |
|
|
2024
Q4 | $732K | Sell |
1,813
-52
| -3% | -$21K | 0.32% | 61 |
|
|
2024
Q3 | $488K | Sell |
1,865
-9
| -0.5% | -$2.36K | 0.23% | 72 |
|
|
2024
Q2 | $371K | Sell |
1,874
-276
| -13% | -$54.6K | 0.19% | 86 |
|
|
2024
Q1 | $378K | Sell |
2,150
-549
| -20% | -$96.5K | 0.23% | 78 |
|
|
2023
Q4 | $670K | Sell |
2,699
-45
| -2% | -$11.2K | 0.47% | 47 |
|
|
2023
Q3 | $687K | Sell |
2,744
-16
| -0.6% | -$4K | 0.4% | 42 |
|
|
2023
Q2 | $722K | Sell |
2,760
-115
| -4% | -$30.1K | 0.42% | 40 |
|
|
2023
Q1 | $596K | Buy |
2,875
+292
| +11% | +$60.6K | 0.37% | 41 |
|
|
2022
Q4 | $318K | Sell |
2,583
-1,581
| -38% | -$195K | 0.19% | 72 |
|
|
2022
Q3 | $1.11M | Sell |
4,164
-393
| -9% | -$104K | 1.11% | 34 |
|
|
2022
Q2 | $1.02M | Buy |
+4,557
| New | +$1.02M | 1.01% | 29 |
|
|
2022
Q1 | – | Sell |
-7,788
| Closed | -$2.74M | – | 129 |
|
|
2021
Q4 | $2.74M | Sell |
7,788
-837
| -10% | -$295K | 2.07% | 21 |
|
|
2021
Q3 | $2.23M | Sell |
8,625
-765
| -8% | -$198K | 1.67% | 22 |
|
|
2021
Q2 | $2.06M | Sell |
9,390
-1,161
| -11% | -$255K | 1.49% | 25 |
|
|
2021
Q1 | $2.33M | Buy |
10,551
+150
| +1% | +$33.1K | 1.81% | 18 |
|
|
2020
Q4 | $2.45M | Buy |
+10,401
| New | +$2.45M | 1.86% | 17 |
|