Pinnacle Family 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 | $2.61M | Buy |
8,214
+276
| +3% | +$87.8K | 1.27% | 19 |
|
|
2025
Q1 | $2.06M | Buy |
7,938
+1,455
| +22% | +$377K | 1.12% | 24 |
|
|
2024
Q4 | $2.62M | Sell |
6,483
-246
| -4% | -$99.3K | 1.27% | 22 |
|
|
2024
Q3 | $1.76M | Sell |
6,729
-5
| -0.1% | -$1.31K | 0.91% | 29 |
|
|
2024
Q2 | $1.33M | Sell |
6,734
-2,894
| -30% | -$573K | 0.74% | 29 |
|
|
2024
Q1 | $1.69M | Sell |
9,628
-875
| -8% | -$154K | 0.9% | 23 |
|
|
2023
Q4 | $2.61M | Sell |
10,503
-17,263
| -62% | -$4.29M | 1.53% | 20 |
|
|
2023
Q3 | $6.95M | Sell |
27,766
-867
| -3% | -$217K | 3.98% | 7 |
|
|
2023
Q2 | $7.5M | Buy |
28,633
+453
| +2% | +$119K | 4.04% | 5 |
|
|
2023
Q1 | $5.85M | Sell |
28,180
-885
| -3% | -$184K | 3.56% | 6 |
|
|
2022
Q4 | $3.58M | Sell |
29,065
-501
| -2% | -$61.7K | 2.56% | 9 |
|
|
2022
Q3 | $7.84M | Buy |
29,566
+2,305
| +8% | +$611K | 6.79% | 3 |
|
|
2022
Q2 | $6.12M | Sell |
27,261
-2,097
| -7% | -$471K | 5% | 5 |
|
|
2022
Q1 | $10.5M | Sell |
29,358
-9,564
| -25% | -$3.44M | 5.62% | 5 |
|
|
2021
Q4 | $13.7M | Buy |
38,922
+7,899
| +25% | +$2.78M | 6.21% | 5 |
|
|
2021
Q3 | $8.02M | Buy |
31,023
+396
| +1% | +$102K | 3.59% | 9 |
|
|
2021
Q2 | $6.98M | Sell |
30,627
-8,601
| -22% | -$1.96M | 3.05% | 10 |
|
|
2021
Q1 | $8.73M | Buy |
39,228
+3,657
| +10% | +$814K | 4.58% | 7 |
|
|
2020
Q4 | $8.37M | Sell |
35,571
-342
| -1% | -$80.4K | 5.12% | 5 |
|
|
2020
Q3 | $5.14M | Buy |
35,913
+13,608
| +61% | +$1.95M | 3.47% | 7 |
|
|
2020
Q2 | $1.61M | Buy |
22,305
+4,155
| +23% | +$299K | 1.4% | 20 |
|
|
2020
Q1 | $626K | Buy |
18,150
+7,470
| +70% | +$258K | 0.75% | 29 |
|
|
2019
Q4 | $298K | Sell |
10,680
-11,220
| -51% | -$313K | 0.27% | 64 |
|
|
2019
Q3 | $352K | Hold |
21,900
| – | – | 0.31% | 57 |
|
|
2019
Q2 | $326K | Buy |
+21,900
| New | +$326K | 0.27% | 60 |
|
|
2018
Q3 | – | Sell |
-8,925
| Closed | -$204K | – | 77 |
|
|
2018
Q2 | $204K | Sell |
8,925
-7,875
| -47% | -$180K | 0.11% | 63 |
|
|
2018
Q1 | $298K | Sell |
16,800
-1,125
| -6% | -$20K | 0.17% | 54 |
|
|
2017
Q4 | $372K | Buy |
17,925
+5,250
| +41% | +$109K | 0.17% | 60 |
|
|
2017
Q3 | $288K | Sell |
12,675
-7,500
| -37% | -$170K | 0.14% | 62 |
|
|
2017
Q2 | $486K | Sell |
20,175
-1,350
| -6% | -$32.5K | 0.27% | 47 |
|
|
2017
Q1 | $399K | Buy |
21,525
+6,210
| +41% | +$115K | 0.25% | 48 |
|
|
2016
Q4 | $218K | Buy |
+15,315
| New | +$218K | 0.13% | 58 |
|