Badgley Phelps Wealth Managers’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19.8M | Buy |
62,475
+3,472
| +6% | +$1.1M | 0.44% | 59 |
|
2025
Q1 | $15.3M | Buy |
59,003
+3,374
| +6% | +$874K | 0.37% | 78 |
|
2024
Q4 | $22.5M | Buy |
55,629
+1,485
| +3% | +$600K | 0.52% | 49 |
|
2024
Q3 | $14.2M | Buy |
54,144
+1,300
| +2% | +$340K | 0.33% | 84 |
|
2024
Q2 | $10.5M | Sell |
52,844
-1,081
| -2% | -$214K | 0.26% | 99 |
|
2024
Q1 | $9.48M | Buy |
53,925
+922
| +2% | +$162K | 0.24% | 103 |
|
2023
Q4 | $13.2M | Buy |
53,003
+6,537
| +14% | +$1.62M | 0.36% | 82 |
|
2023
Q3 | $11.6M | Buy |
46,466
+2,010
| +5% | +$503K | 0.4% | 78 |
|
2023
Q2 | $11.6M | Sell |
44,456
-694
| -2% | -$182K | 0.38% | 81 |
|
2023
Q1 | $9.37M | Buy |
45,150
+12,146
| +37% | +$2.52M | 0.34% | 93 |
|
2022
Q4 | $4.07M | Sell |
33,004
-19,780
| -37% | -$2.44M | 0.16% | 108 |
|
2022
Q3 | $14M | Buy |
52,784
+15,389
| +41% | +$4.08M | 0.6% | 56 |
|
2022
Q2 | $8.39M | Buy |
37,395
+84
| +0.2% | +$18.9K | 0.35% | 90 |
|
2022
Q1 | $13.4M | Buy |
37,311
+34,884
| +1,437% | +$12.5M | 0.47% | 75 |
|
2021
Q4 | $855K | Sell |
2,427
-6
| -0.2% | -$2.11K | 0.03% | 138 |
|
2021
Q3 | $629K | Buy |
+2,433
| New | +$629K | 0.02% | 145 |
|