ProVise Management Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
5,468
+226
+4% +$71.8K 0.14% 105
2025
Q1
$1.36M Buy
5,242
+170
+3% +$44.1K 0.12% 117
2024
Q4
$2.05M Sell
5,072
-243
-5% -$98.1K 0.18% 101
2024
Q3
$1.39M Buy
5,315
+125
+2% +$32.7K 0.11% 136
2024
Q2
$1.03M Buy
5,190
+588
+13% +$116K 0.09% 146
2024
Q1
$809K Buy
4,602
+26
+0.6% +$4.57K 0.07% 159
2023
Q4
$1.14M Sell
4,576
-4
-0.1% -$994 0.1% 165
2023
Q3
$1.15M Buy
4,580
+78
+2% +$19.5K 0.11% 161
2023
Q2
$1.18M Buy
4,502
+120
+3% +$31.4K 0.11% 160
2023
Q1
$909K Buy
4,382
+854
+24% +$177K 0.09% 175
2022
Q4
$435K Sell
3,528
-717
-17% -$88.3K 0.04% 222
2022
Q3
$1.13M Buy
4,245
+150
+4% +$39.8K 0.13% 147
2022
Q2
$919K Buy
4,095
+63
+2% +$14.1K 0.1% 160
2022
Q1
$1.45M Buy
4,032
+183
+5% +$65.7K 0.14% 143
2021
Q4
$1.36M Buy
3,849
+774
+25% +$273K 0.12% 153
2021
Q3
$795K Sell
3,075
-1,044
-25% -$270K 0.08% 193
2021
Q2
$933K Sell
4,119
-114
-3% -$25.8K 0.1% 177
2021
Q1
$942K Sell
4,233
-471
-10% -$105K 0.1% 166
2020
Q4
$1.11M Sell
4,704
-102
-2% -$24K 0.13% 144
2020
Q3
$687K Sell
4,806
-114
-2% -$16.3K 0.09% 175
2020
Q2
$354K Buy
+4,920
New +$354K 0.05% 212
2017
Q4
Sell
-18,255
Closed -$415K 331
2017
Q3
$415K Buy
+18,255
New +$415K 0.06% 224