Phoenix Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $575K | Buy |
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|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $732K | Sell |
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|
2024
Q3 | $488K | Sell |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $378K | Sell |
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|
2023
Q4 | $670K | Sell |
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|
2023
Q3 | $687K | Sell |
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|
2023
Q2 | $722K | Sell |
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|
2023
Q1 | $596K | Buy |
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|
2022
Q4 | $318K | Sell |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.74M | Sell |
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|
2021
Q3 | $2.23M | Sell |
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|
2021
Q2 | $2.06M | Sell |
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|
2021
Q1 | $2.33M | Buy |
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|
2020
Q4 | $2.45M | Buy |
|