PWP
Principle Wealth Partners’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.28M | Buy |
22,925
+3,885
| +20% | +$1.23M | 0.45% | 46 |
|
|
2025
Q1 | $4.93M | Buy |
19,040
+875
| +5% | +$227K | 0.35% | 68 |
|
|
2024
Q4 | $7.34M | Sell |
18,165
-1,944
| -10% | -$785K | 0.51% | 44 |
|
|
2024
Q3 | $5.26M | Buy |
20,109
+350
| +2% | +$91.6K | 0.37% | 63 |
|
|
2024
Q2 | $3.91M | Buy |
19,759
+54
| +0.3% | +$10.7K | 0.3% | 80 |
|
|
2024
Q1 | $3.46M | Sell |
19,705
-135
| -0.7% | -$23.7K | 0.27% | 88 |
|
|
2023
Q4 | $4.93M | Buy |
19,840
+479
| +2% | +$119K | 0.42% | 58 |
|
|
2023
Q3 | $4.84M | Buy |
19,361
+15
| +0.1% | +$3.75K | 0.49% | 53 |
|
|
2023
Q2 | $5.06M | Buy |
19,346
+282
| +1% | +$73.8K | 0.51% | 49 |
|
|
2023
Q1 | $3.95M | Buy |
19,064
+903
| +5% | +$187K | 0.42% | 59 |
|
|
2022
Q4 | $2.24M | Buy |
18,161
+652
| +4% | +$80.3K | 0.25% | 90 |
|
|
2022
Q3 | $4.64K | Buy |
17,509
+11,706
| +202% | +$3.11K | 0.44% | 43 |
|
|
2022
Q2 | $3.91M | Buy |
5,803
+114
| +2% | +$76.8K | 0.47% | 50 |
|
|
2022
Q1 | $6.13M | Sell |
5,689
-58
| -1% | -$62.5K | 0.64% | 35 |
|
|
2021
Q4 | $6.07M | Buy |
5,747
+14
| +0.2% | +$14.8K | 0.64% | 31 |
|
|
2021
Q3 | $4.45M | Sell |
5,733
-185
| -3% | -$143K | 0.51% | 39 |
|
|
2021
Q2 | $4.02M | Sell |
5,918
-188
| -3% | -$128K | 0.46% | 48 |
|
|
2021
Q1 | $4.08M | Sell |
6,106
-180
| -3% | -$120K | 0.48% | 47 |
|
|
2020
Q4 | $4.44M | Buy |
6,286
+231
| +4% | +$163K | 0.58% | 36 |
|
|
2020
Q3 | $2.6M | Buy |
6,055
+4,784
| +376% | +$2.05M | 0.72% | 26 |
|
|
2020
Q2 | $1.37M | Hold |
1,271
| – | – | 0.4% | 42 |
|
|
2020
Q1 | $666K | Buy |
1,271
+100
| +9% | +$52.4K | 0.25% | 61 |
|
|
2019
Q4 | $490K | Hold |
1,171
| – | – | 0.16% | 100 |
|
|
2019
Q3 | $282K | Buy |
1,171
+100
| +9% | +$24.1K | 0.1% | 129 |
|
|
2019
Q2 | $239K | Buy |
1,071
+350
| +49% | +$78.1K | 0.12% | 121 |
|
|
2019
Q1 | $202K | Buy |
721
+100
| +16% | +$28K | 0.12% | 127 |
|
|
2018
Q4 | $207K | Buy |
+621
| New | +$207K | 0.17% | 108 |
|