SIAP
Sterling Investment Advisors (Pennsylvania)’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
5,678
-459
| -7% | -$146K | 0.4% | 72 |
|
|
2025
Q1 | $1.59M | Sell |
6,137
-98
| -2% | -$25.4K | 0.38% | 74 |
|
|
2024
Q4 | $2.52M | Sell |
6,235
-3,384
| -35% | -$1.37M | 0.61% | 54 |
|
|
2024
Q3 | $2.52M | Buy |
9,619
+2
| +0% | +$523 | 0.64% | 51 |
|
|
2024
Q2 | $1.9M | Buy |
9,617
+1,275
| +15% | +$252K | 0.51% | 59 |
|
|
2024
Q1 | $1.47M | Buy |
8,342
+775
| +10% | +$136K | 0.41% | 66 |
|
|
2023
Q4 | $1.88M | Buy |
7,567
+405
| +6% | +$101K | 0.59% | 54 |
|
|
2023
Q3 | $1.79M | Sell |
7,162
-152
| -2% | -$38K | 0.63% | 54 |
|
|
2023
Q2 | $1.91M | Buy |
7,314
+515
| +8% | +$135K | 0.63% | 50 |
|
|
2023
Q1 | $1.41M | Buy |
6,799
+139
| +2% | +$28.8K | 0.48% | 63 |
|
|
2022
Q4 | $820K | Sell |
6,660
-1,096
| -14% | -$135K | 0.29% | 86 |
|
|
2022
Q3 | $2.06M | Buy |
7,756
+5,069
| +189% | +$1.34M | 0.77% | 48 |
|
|
2022
Q2 | $1.81M | Sell |
2,687
-10
| -0.4% | -$6.73K | 0.62% | 52 |
|
|
2022
Q1 | $2.91M | Buy |
2,697
+14
| +0.5% | +$15.1K | 0.82% | 34 |
|
|
2021
Q4 | $2.84M | Sell |
2,683
-11
| -0.4% | -$11.6K | 0.8% | 41 |
|
|
2021
Q3 | $2.09M | Buy |
2,694
+50
| +2% | +$38.8K | 0.62% | 55 |
|
|
2021
Q2 | $1.8M | Buy |
2,644
+470
| +22% | +$319K | 0.53% | 60 |
|
|
2021
Q1 | $1.45M | Buy |
2,174
+1,487
| +216% | +$993K | 0.47% | 66 |
|
|
2020
Q4 | $485K | Sell |
687
-63
| -8% | -$44.5K | 0.16% | 98 |
|
|
2020
Q3 | $322K | Buy |
750
+389
| +108% | +$167K | 0.12% | 108 |
|
|
2020
Q2 | $389K | Sell |
361
-180
| -33% | -$194K | 0.16% | 97 |
|
|
2020
Q1 | $283K | Sell |
541
-432
| -44% | -$226K | 0.15% | 94 |
|
|
2019
Q4 | $407K | Hold |
973
| – | – | 0.19% | 87 |
|
|
2019
Q3 | $234K | Hold |
973
| – | – | 0.12% | 98 |
|
|
2019
Q2 | $217K | Buy |
973
+15
| +2% | +$3.35K | 0.11% | 108 |
|
|
2019
Q1 | $268K | Buy |
958
+50
| +6% | +$14K | 0.14% | 104 |
|
|
2018
Q4 | $302K | Buy |
908
+20
| +2% | +$6.65K | 0.18% | 92 |
|
|
2018
Q3 | $235K | Sell |
888
-6
| -0.7% | -$1.59K | 0.12% | 110 |
|
|
2018
Q2 | $306K | Hold |
894
| – | – | 0.18% | 91 |
|
|
2018
Q1 | $238K | Hold |
894
| – | – | 0.15% | 101 |
|
|
2017
Q4 | $278K | Buy |
894
+40
| +5% | +$12.4K | 0.17% | 90 |
|
|
2017
Q3 | $291K | Buy |
854
+1
| +0.1% | +$341 | 0.19% | 86 |
|
|
2017
Q2 | $308K | Buy |
853
+18
| +2% | +$6.5K | 0.21% | 85 |
|
|
2017
Q1 | $232K | Hold |
835
| – | – | 0.17% | 91 |
|
|
2016
Q4 | $178K | Buy |
+835
| New | +$178K | 0.14% | 95 |
|