Providence Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $557K | Buy |
1,736
+290
| +20% | +$93K | 0.38% | 53 |
|
2025
Q1 | $389K | Buy |
1,446
+107
| +8% | +$28.8K | 0.29% | 62 |
|
2024
Q4 | $540K | Sell |
1,339
-89
| -6% | -$35.9K | 0.41% | 51 |
|
2024
Q3 | $309K | Buy |
1,428
+30
| +2% | +$6.49K | 0.23% | 61 |
|
2024
Q2 | $295K | Hold |
1,398
| – | – | 0.23% | 64 |
|
2024
Q1 | $233K | Sell |
1,398
-3,017
| -68% | -$502K | 0.2% | 69 |
|
2023
Q4 | $947K | Buy |
4,415
+3,017
| +216% | +$647K | 0.86% | 38 |
|
2023
Q3 | $347K | Sell |
1,398
-15
| -1% | -$3.72K | 0.39% | 57 |
|
2023
Q2 | $399K | Hold |
1,413
| – | – | 0.44% | 55 |
|
2023
Q1 | $237K | Buy |
+1,413
| New | +$237K | 0.17% | 88 |
|
2022
Q4 | – | Sell |
-1,413
| Closed | -$271K | – | 99 |
|
2022
Q3 | $271K | Buy |
1,413
+15
| +1% | +$2.88K | 0.2% | 82 |
|
2022
Q2 | $321K | Sell |
1,398
-30
| -2% | -$6.89K | 0.23% | 77 |
|
2022
Q1 | $516K | Buy |
1,428
+30
| +2% | +$10.8K | 0.33% | 71 |
|
2021
Q4 | $461K | Buy |
1,398
+15
| +1% | +$4.95K | 0.29% | 76 |
|
2021
Q3 | $356K | Hold |
1,383
| – | – | 0.25% | 79 |
|
2021
Q2 | $313K | Buy |
1,383
+75
| +6% | +$17K | 0.21% | 80 |
|
2021
Q1 | $291K | Buy |
1,308
+180
| +16% | +$40K | 0.21% | 82 |
|
2020
Q4 | $261K | Buy |
+1,128
| New | +$261K | 0.22% | 82 |
|