PWPS
Pinnacle Wealth Planning Services’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.97M | Buy |
18,782
+1,730
| +10% | +$550K | 0.78% | 18 |
|
|
2025
Q1 | $4.42M | Buy |
17,052
+2,216
| +15% | +$574K | 0.66% | 24 |
|
|
2024
Q4 | $5.99M | Sell |
14,836
-3,382
| -19% | -$1.37M | 0.9% | 16 |
|
|
2024
Q3 | $4.77M | Buy |
18,218
+220
| +1% | +$57.6K | 0.65% | 20 |
|
|
2024
Q2 | $3.56M | Buy |
17,998
+1,846
| +11% | +$365K | 0.51% | 31 |
|
|
2024
Q1 | $2.84M | Sell |
16,152
-905
| -5% | -$159K | 0.42% | 40 |
|
|
2023
Q4 | $4.24M | Buy |
17,057
+567
| +3% | +$141K | 0.67% | 19 |
|
|
2023
Q3 | $4.13M | Buy |
16,490
+252
| +2% | +$63.1K | 0.68% | 19 |
|
|
2023
Q2 | $4.25M | Sell |
16,238
-689
| -4% | -$180K | 0.69% | 17 |
|
|
2023
Q1 | $3.51M | Buy |
16,927
+7,590
| +81% | +$1.57M | 0.58% | 24 |
|
|
2022
Q4 | $1.15M | Sell |
9,337
-6,558
| -41% | -$808K | 0.2% | 74 |
|
|
2022
Q3 | $4.22M | Buy |
15,895
+11,843
| +292% | +$3.14M | 0.78% | 23 |
|
|
2022
Q2 | $2.73M | Buy |
4,052
+101
| +3% | +$68K | 0.49% | 34 |
|
|
2022
Q1 | $4.26M | Buy |
3,951
+225
| +6% | +$242K | 0.78% | 21 |
|
|
2021
Q4 | $3.94M | Buy |
3,726
+36
| +1% | +$38K | 0.77% | 22 |
|
|
2021
Q3 | $2.86M | Buy |
3,690
+223
| +6% | +$173K | 0.63% | 30 |
|
|
2021
Q2 | $2.36M | Buy |
3,467
+298
| +9% | +$203K | 0.55% | 32 |
|
|
2021
Q1 | $2.12M | Buy |
3,169
+437
| +16% | +$292K | 0.54% | 35 |
|
|
2020
Q4 | $1.93M | Buy |
2,732
+1,479
| +118% | +$1.04M | 0.46% | 33 |
|
|
2020
Q3 | $537K | Buy |
1,253
+1,040
| +488% | +$446K | 0.18% | 89 |
|
|
2020
Q2 | $230K | Buy |
+213
| New | +$230K | 0.07% | 197 |
|