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 |
|