Physicians Financial Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $667K | Buy |
2,100
+40
| +2% | +$12.7K | 0.2% | 75 |
|
2025
Q1 | $534K | Sell |
2,060
-36
| -2% | -$9.33K | 0.17% | 80 |
|
2024
Q4 | $846K | Hold |
2,096
| – | – | 0.26% | 63 |
|
2024
Q3 | $548K | Hold |
2,096
| – | – | 0.17% | 80 |
|
2024
Q2 | $415K | Buy |
2,096
+750
| +56% | +$148K | 0.14% | 89 |
|
2024
Q1 | $237K | Hold |
1,346
| – | – | 0.08% | 98 |
|
2023
Q4 | $334K | Sell |
1,346
-300
| -18% | -$74.4K | 0.13% | 89 |
|
2023
Q3 | $412K | Sell |
1,646
-900
| -35% | -$225K | 0.17% | 87 |
|
2023
Q2 | $666K | Hold |
2,546
| – | – | 0.26% | 70 |
|
2023
Q1 | $528K | Buy |
2,546
+15
| +0.6% | +$3.11K | 0.22% | 76 |
|
2022
Q4 | $312K | Buy |
2,531
+20
| +0.8% | +$2.47K | 0.14% | 91 |
|
2022
Q3 | $666K | Sell |
2,511
-828
| -25% | -$220K | 0.32% | 69 |
|
2022
Q2 | $750K | Buy |
3,339
+978
| +41% | +$220K | 0.33% | 67 |
|
2022
Q1 | $848K | Buy |
2,361
+141
| +6% | +$50.6K | 0.32% | 66 |
|
2021
Q4 | $782K | Hold |
2,220
| – | – | 0.29% | 70 |
|
2021
Q3 | $574K | Hold |
2,220
| – | – | 0.23% | 77 |
|
2021
Q2 | $503K | Sell |
2,220
-870
| -28% | -$197K | 0.21% | 79 |
|
2021
Q1 | $688K | Sell |
3,090
-750
| -20% | -$167K | 0.29% | 69 |
|
2020
Q4 | $903K | Sell |
3,840
-2,280
| -37% | -$536K | 0.44% | 58 |
|
2020
Q3 | $875K | Buy |
6,120
+2,745
| +81% | +$392K | 0.44% | 58 |
|
2020
Q2 | $243K | Buy |
+3,375
| New | +$243K | 0.13% | 97 |
|