PWMG
Prestige Wealth Management Group’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
4,667
-264
| -5% | -$83.9K | 0.3% | 46 |
|
|
2025
Q1 | $1.28M | Sell |
4,931
-340
| -6% | -$88.1K | 0.27% | 51 |
|
|
2024
Q4 | $2.13M | Buy |
5,271
+4
| +0.1% | +$1.62K | 0.44% | 40 |
|
|
2024
Q3 | $1.38M | Buy |
5,267
+803
| +18% | +$210K | 0.28% | 52 |
|
|
2024
Q2 | $883K | Sell |
4,464
-3,774
| -46% | -$747K | 0.19% | 60 |
|
|
2024
Q1 | $1.45M | Buy |
8,238
+1,046
| +15% | +$184K | 0.31% | 47 |
|
|
2023
Q4 | $1.79M | Buy |
7,192
+784
| +12% | +$195K | 0.41% | 42 |
|
|
2023
Q3 | $1.6M | Buy |
6,408
+630
| +11% | +$158K | 0.4% | 41 |
|
|
2023
Q2 | $1.51M | Buy |
5,778
+2,982
| +107% | +$781K | 0.36% | 40 |
|
|
2023
Q1 | $580K | Sell |
2,796
-9,352
| -77% | -$1.94M | 0.15% | 76 |
|
|
2022
Q4 | $1.5M | Buy |
12,148
+9,089
| +297% | +$1.12M | 0.39% | 41 |
|
|
2022
Q3 | $812K | Buy |
3,059
+2,086
| +214% | +$554K | 0.23% | 50 |
|
|
2022
Q2 | $655K | Buy |
973
+59
| +6% | +$39.7K | 0.18% | 59 |
|
|
2022
Q1 | $985K | Buy |
914
+249
| +37% | +$268K | 0.24% | 51 |
|
|
2021
Q4 | $703K | Buy |
665
+37
| +6% | +$39.1K | 0.17% | 64 |
|
|
2021
Q3 | $487K | Buy |
628
+373
| +146% | +$289K | 0.12% | 69 |
|
|
2021
Q2 | $173K | Sell |
255
-168
| -40% | -$114K | 0.05% | 142 |
|
|
2021
Q1 | $283K | Sell |
423
-135
| -24% | -$90.3K | 0.08% | 97 |
|
|
2020
Q4 | $394K | Buy |
558
+128
| +30% | +$90.4K | 0.11% | 79 |
|
|
2020
Q3 | $184K | Buy |
430
+369
| +605% | +$158K | 0.06% | 125 |
|
|
2020
Q2 | $66K | Buy |
61
+1
| +2% | +$1.08K | 0.02% | 190 |
|
|
2020
Q1 | $31K | Buy |
+60
| New | +$31K | 0.01% | 226 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | -$2K | – | 1089 |
|
|
2018
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 881 |
|