Pinnacle Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
7,914
+1,219
| +18% | +$387K | 2.1% | 20 |
|
|
2025
Q1 | $1.74M | Sell |
6,695
-2,568
| -28% | -$666K | 1.95% | 11 |
|
|
2024
Q4 | $3.74M | Buy |
9,263
+95
| +1% | +$38.4K | 4.16% | 5 |
|
|
2024
Q3 | $2.4M | Sell |
9,168
-748
| -8% | -$196K | 2.87% | 16 |
|
|
2024
Q2 | $1.96M | Sell |
9,916
-906
| -8% | -$179K | 2.45% | 20 |
|
|
2024
Q1 | $1.9M | Buy |
10,822
+565
| +6% | +$99.3K | 1.98% | 24 |
|
|
2023
Q4 | $2.55M | Buy |
10,257
+143
| +1% | +$35.5K | 2.91% | 19 |
|
|
2023
Q3 | $2.53M | Buy |
10,114
+602
| +6% | +$151K | 3.07% | 10 |
|
|
2023
Q2 | $2.49M | Buy |
+9,512
| New | +$2.49M | 2.51% | 9 |
|
|
2022
Q4 | $946K | Sell |
7,682
-588
| -7% | -$72.4K | 1.14% | 41 |
|
|
2022
Q3 | $2.19M | Buy |
8,270
+86
| +1% | +$22.8K | 2.66% | 5 |
|
|
2022
Q2 | $1.84M | Buy |
8,184
+330
| +4% | +$74.1K | 2.58% | 12 |
|
|
2022
Q1 | $2.82M | Buy |
7,854
+51
| +0.7% | +$18.3K | 3.3% | 5 |
|
|
2021
Q4 | $2.75M | Buy |
+7,803
| New | +$2.75M | 2.35% | 11 |
|