Regent Peak 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
Q1 | $9.41M | Sell |
36,309
-5
| -0% | -$1.3K | 2.22% | 12 |
|
|
2024
Q4 | $14.7M | Sell |
36,314
-137
| -0.4% | -$55.3K | 3.29% | 9 |
|
|
2024
Q3 | $9.54M | Buy |
36,451
+1,681
| +5% | +$440K | 2.19% | 14 |
|
|
2024
Q2 | $6.88M | Buy |
34,770
+3,318
| +11% | +$657K | 1.58% | 17 |
|
|
2024
Q1 | $5.53M | Buy |
31,452
+5,327
| +20% | +$936K | 1.41% | 18 |
|
|
2023
Q4 | $6.49M | Buy |
26,125
+1,154
| +5% | +$287K | 1.76% | 17 |
|
|
2023
Q3 | $6.25M | Buy |
24,971
+867
| +4% | +$217K | 1.91% | 14 |
|
|
2023
Q2 | $6.31M | Buy |
24,104
+4,106
| +21% | +$1.07M | 1.84% | 14 |
|
|
2023
Q1 | $4.15M | Buy |
19,998
+14,381
| +256% | +$2.98M | 1.28% | 17 |
|
|
2022
Q4 | $770K | Sell |
5,617
-1,265
| -18% | -$173K | 0.25% | 66 |
|
|
2022
Q3 | $1.83M | Buy |
6,882
+33
| +0.5% | +$8.75K | 0.64% | 39 |
|
|
2022
Q2 | $1.54M | Buy |
6,849
+459
| +7% | +$103K | 0.5% | 47 |
|
|
2022
Q1 | $2.3M | Buy |
6,390
+525
| +9% | +$189K | 0.66% | 32 |
|
|
2021
Q4 | $2.07M | Buy |
5,865
+621
| +12% | +$219K | 0.56% | 40 |
|
|
2021
Q3 | $1.36M | Buy |
5,244
+303
| +6% | +$78.4K | 0.39% | 52 |
|
|
2021
Q2 | $1.13M | Sell |
4,941
-96
| -2% | -$22K | 0.32% | 56 |
|
|
2021
Q1 | $1.12M | Buy |
5,037
+708
| +16% | +$158K | 0.37% | 54 |
|
|
2020
Q4 | $1.02M | Buy |
4,329
+1,449
| +50% | +$341K | 0.34% | 57 |
|
|
2020
Q3 | $412K | Buy |
+2,880
| New | +$412K | 0.18% | 82 |
|