PWAG
Polaris Wealth Advisory Group’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.59M | Buy |
22,334
+16,211
| +265% | +$4.06M | 0.43% | 75 |
|
|
2023
Q2 | $1.6M | Sell |
6,123
-15,034
| -71% | -$3.94M | 0.12% | 101 |
|
|
2023
Q1 | $4.39M | Buy |
21,157
+3,725
| +21% | +$773K | 0.32% | 81 |
|
|
2022
Q4 | $2.15M | Sell |
17,432
-16,613
| -49% | -$2.05M | 0.16% | 91 |
|
|
2022
Q3 | $7.59M | Buy |
34,045
+26,701
| +364% | +$5.95M | 0.63% | 48 |
|
|
2022
Q2 | $4.95M | Buy |
7,344
+1,483
| +25% | +$999K | 0.4% | 60 |
|
|
2022
Q1 | $6.2M | Sell |
5,861
-37
| -0.6% | -$39.1K | 0.41% | 68 |
|
|
2021
Q4 | $6.23M | Sell |
5,898
-2,489
| -30% | -$2.63M | 0.36% | 77 |
|
|
2021
Q3 | $6.66M | Buy |
8,387
+2,358
| +39% | +$1.87M | 0.4% | 73 |
|
|
2021
Q2 | $4.09M | Buy |
6,029
+731
| +14% | +$496K | 0.24% | 77 |
|
|
2021
Q1 | $3.59M | Sell |
5,298
-219
| -4% | -$148K | 0.23% | 79 |
|
|
2020
Q4 | $4.86M | Buy |
5,517
+137
| +3% | +$121K | 0.36% | 82 |
|
|
2020
Q3 | $2.29M | Buy |
5,380
+3,708
| +222% | +$1.58M | 0.22% | 84 |
|
|
2020
Q2 | $1.87M | Buy |
1,672
+26
| +2% | +$29.1K | 0.15% | 80 |
|
|
2020
Q1 | $863K | Buy |
1,646
+971
| +144% | +$509K | 0.09% | 81 |
|
|
2019
Q4 | $347K | Buy |
+675
| New | +$347K | 0.02% | 124 |
|
|
2019
Q3 | – | Sell |
-1,513
| Closed | -$344K | – | 178 |
|
|
2019
Q2 | $344K | Buy |
1,513
+500
| +49% | +$114K | 0.03% | 118 |
|
|
2019
Q1 | $293K | Hold |
1,013
| – | – | 0.02% | 134 |
|
|
2018
Q4 | $337K | Buy |
1,013
+30
| +3% | +$9.98K | 0.03% | 118 |
|
|
2018
Q3 | $260K | Buy |
+983
| New | +$260K | 0.02% | 139 |
|
|
2018
Q2 | – | Sell |
-1,078
| Closed | -$287K | – | 417 |
|
|
2018
Q1 | $287K | Sell |
1,078
-897
| -45% | -$239K | 0.02% | 121 |
|
|
2017
Q4 | $615K | Buy |
+1,975
| New | +$615K | 0.05% | 98 |
|
|
2014
Q2 | – | Sell |
-500
| Closed | -$104K | – | 138 |
|
|
2014
Q1 | $104K | Hold |
500
| – | – | 0.02% | 86 |
|
|
2013
Q4 | $75K | Buy |
+500
| New | +$75K | 0.02% | 102 |
|