BTWM
Baker Tilly Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Sell |
11,386
-478
| -4% | -$152K | 1.29% | 18 |
|
|
2025
Q1 | $3.07M | Buy |
11,864
+238
| +2% | +$61.7K | 1.21% | 16 |
|
|
2024
Q4 | $4.7M | Buy |
11,626
+648
| +6% | +$262K | 1.84% | 11 |
|
|
2024
Q3 | $2.87M | Buy |
10,978
+1,840
| +20% | +$481K | 1.27% | 15 |
|
|
2024
Q2 | $1.81M | Sell |
9,138
-4,666
| -34% | -$923K | 0.74% | 24 |
|
|
2024
Q1 | $2.43M | Sell |
13,804
-4,148
| -23% | -$729K | 0.44% | 53 |
|
|
2023
Q4 | $4.46M | Sell |
17,952
-3,253
| -15% | -$808K | 0.73% | 20 |
|
|
2023
Q3 | $5.31M | Sell |
21,205
-20,807
| -50% | -$5.21M | 0.87% | 18 |
|
|
2023
Q2 | $11M | Buy |
42,012
+5,034
| +14% | +$1.32M | 1.15% | 15 |
|
|
2023
Q1 | $7.67M | Buy |
36,978
+8,332
| +29% | +$1.73M | 0.86% | 19 |
|
|
2022
Q4 | $3.53M | Buy |
28,646
+7,931
| +38% | +$977K | 0.43% | 56 |
|
|
2022
Q3 | $5.5M | Buy |
20,715
+14,215
| +219% | +$3.77M | 0.75% | 23 |
|
|
2022
Q2 | $4.38M | Buy |
6,500
+596
| +10% | +$401K | 0.57% | 37 |
|
|
2022
Q1 | $6.36M | Buy |
5,904
+2,598
| +79% | +$2.8M | 0.7% | 25 |
|
|
2021
Q4 | $3.49M | Sell |
3,306
-1,568
| -32% | -$1.66M | 0.38% | 53 |
|
|
2021
Q3 | $3.78M | Buy |
4,874
+189
| +4% | +$147K | 0.5% | 41 |
|
|
2021
Q2 | $3.18M | Buy |
4,685
+73
| +2% | +$49.6K | 0.51% | 42 |
|
|
2021
Q1 | $3.08M | Sell |
4,612
-876
| -16% | -$585K | 0.63% | 31 |
|
|
2020
Q4 | $3.87M | Buy |
+5,488
| New | +$3.87M | 1.2% | 10 |
|