SPWG
Sage Private Wealth Group’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
1,313
-178
| -12% | -$56.5K | 0.27% | 51 |
|
|
2025
Q1 | $386K | Buy |
1,491
+9
| +0.6% | +$2.33K | 0.29% | 54 |
|
|
2024
Q4 | $598K | Sell |
1,482
-8
| -0.5% | -$3.23K | 0.45% | 25 |
|
|
2024
Q3 | $390K | Sell |
1,490
-158
| -10% | -$41.3K | 0.31% | 51 |
|
|
2024
Q2 | $326K | Buy |
+1,648
| New | +$326K | 0.27% | 60 |
|
|
2022
Q4 | – | Sell |
-645
| Closed | -$171K | – | 169 |
|
|
2022
Q3 | $171K | Buy |
645
+430
| +200% | +$114K | 0.23% | 50 |
|
|
2022
Q2 | $145K | Buy |
215
+10
| +5% | +$6.74K | 0.21% | 57 |
|
|
2022
Q1 | $221K | Sell |
205
-76
| -27% | -$81.9K | 0.22% | 48 |
|
|
2021
Q4 | $296K | Sell |
281
-2
| -0.7% | -$2.11K | 0.37% | 33 |
|
|
2021
Q3 | $219K | Hold |
283
| – | – | 0.3% | 35 |
|
|
2021
Q2 | $192K | Hold |
283
| – | – | 0.26% | 48 |
|
|
2021
Q1 | $189K | Sell |
283
-57
| -17% | -$38.1K | 0.33% | 45 |
|
|
2020
Q4 | $240K | Buy |
+340
| New | +$240K | 0.67% | 28 |
|