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 |
|