Physician 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
$1.95M Buy
6,147
+647
+12% +$206K 0.31% 49
2025
Q1
$1.43M Sell
5,500
-65
-1% -$16.8K 0.25% 56
2024
Q4
$2.25M Buy
5,565
+280
+5% +$113K 0.38% 43
2024
Q3
$1.16M Sell
5,285
-3
-0.1% -$659 0.21% 57
2024
Q2
$1.36M Sell
5,288
-118
-2% -$30.3K 0.25% 58
2024
Q1
$849K Buy
5,406
+65
+1% +$10.2K 0.18% 69
2023
Q4
$1.12M Buy
5,341
+174
+3% +$36.3K 0.25% 58
2023
Q3
$1.34M Sell
5,167
-235
-4% -$61K 0.35% 41
2023
Q2
$1.51M Sell
5,402
-131
-2% -$36.7K 0.38% 38
2023
Q1
$999K Hold
5,533
0.26% 51
2022
Q4
$796K Buy
5,533
+477
+9% +$68.6K 0.21% 55
2022
Q3
$1.22M Buy
5,056
+400
+9% +$96.4K 0.37% 41
2022
Q2
$1.38M Sell
4,656
-30
-0.6% -$8.92K 0.4% 41
2022
Q1
$1.49M Buy
4,686
+39
+0.8% +$12.4K 0.4% 45
2021
Q4
$1.59M Buy
4,647
+69
+2% +$23.6K 0.42% 43
2021
Q3
$1.29M Buy
4,578
+144
+3% +$40.5K 0.35% 46
2021
Q2
$960K Buy
4,434
+711
+19% +$154K 0.28% 50
2021
Q1
$858K Buy
3,723
+285
+8% +$65.7K 0.28% 53
2020
Q4
$902K Buy
3,438
+465
+16% +$122K 0.31% 48
2020
Q3
$397K Buy
2,973
+303
+11% +$40.5K 0.16% 80
2020
Q2
$253K Buy
+2,670
New +$253K 0.1% 110