SVWAG
Sound View Wealth Advisors Group’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
35,216
-3,241
| -8% | -$1.03M | 0.83% | 29 |
|
|
2025
Q1 | $9.11M | Sell |
38,457
-6,024
| -14% | -$1.43M | 0.75% | 34 |
|
|
2024
Q4 | $18M | Buy |
44,481
+969
| +2% | +$391K | 1.45% | 15 |
|
|
2024
Q3 | $11.4M | Buy |
43,512
+7,503
| +21% | +$1.96M | 0.93% | 27 |
|
|
2024
Q2 | $7.13M | Sell |
36,009
-127
| -0.4% | -$25.1K | 0.73% | 37 |
|
|
2024
Q1 | $6.35M | Sell |
36,136
-774
| -2% | -$136K | 0.68% | 43 |
|
|
2023
Q4 | $9.17M | Sell |
36,910
-124
| -0.3% | -$30.8K | 1.01% | 22 |
|
|
2023
Q3 | $9.27M | Buy |
37,034
+30
| +0.1% | +$7.51K | 1.15% | 20 |
|
|
2023
Q2 | $9.69M | Sell |
37,004
-96
| -0.3% | -$25.1K | 1.27% | 18 |
|
|
2023
Q1 | $7.7M | Buy |
37,100
+190
| +0.5% | +$39.4K | 1.06% | 21 |
|
|
2022
Q4 | $9.17M | Buy |
36,910
+2,335
| +7% | +$580K | 1.01% | 22 |
|
|
2022
Q3 | $9.17M | Buy |
34,575
+23,081
| +201% | +$6.12M | 2.06% | 8 |
|
|
2022
Q2 | $7.74M | Buy |
11,494
+34
| +0.3% | +$22.9K | 1.62% | 13 |
|
|
2022
Q1 | $12.3M | Buy |
11,460
+118
| +1% | +$127K | 2.35% | 4 |
|
|
2021
Q4 | $12M | Buy |
11,342
+95
| +0.8% | +$100K | 2.27% | 4 |
|
|
2021
Q3 | $8.72M | Buy |
11,247
+32
| +0.3% | +$24.8K | 1.82% | 11 |
|
|
2021
Q2 | $7.62M | Buy |
11,215
+9,645
| +614% | +$6.56M | 1.6% | 13 |
|
|
2021
Q1 | $1.05M | Sell |
1,570
-206
| -12% | -$138K | 0.24% | 97 |
|
|
2020
Q4 | $1.25M | Sell |
1,776
-481
| -21% | -$339K | 0.31% | 88 |
|
|
2020
Q3 | $968K | Buy |
2,257
+1,860
| +469% | +$798K | 0.25% | 96 |
|
|
2020
Q2 | $429K | Buy |
+397
| New | +$429K | 0.12% | 147 |
|