BWP
Baldwin Wealth Partners’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
1,816
+154
| +9% | +$48.9K | 0.04% | 137 |
|
|
2025
Q1 | $431K | Sell |
1,662
-72
| -4% | -$18.7K | 0.03% | 156 |
|
|
2024
Q4 | $700K | Sell |
1,734
-5,569
| -76% | -$2.25M | 0.05% | 121 |
|
|
2024
Q3 | $1.91M | Buy |
7,303
+94
| +1% | +$24.6K | 0.13% | 88 |
|
|
2024
Q2 | $1.43M | Sell |
7,209
-3,671
| -34% | -$726K | 0.11% | 87 |
|
|
2024
Q1 | $1.91M | Sell |
10,880
-250
| -2% | -$43.9K | 0.14% | 83 |
|
|
2023
Q4 | $2.77M | Sell |
11,130
-70
| -0.6% | -$17.4K | 0.22% | 76 |
|
|
2023
Q3 | $2.8M | Buy |
11,200
+70
| +0.6% | +$17.5K | 0.24% | 76 |
|
|
2023
Q2 | $2.91M | Sell |
11,130
-145
| -1% | -$38K | 0.24% | 78 |
|
|
2023
Q1 | $2.34M | Buy |
11,275
+5,547
| +97% | +$1.15M | 0.2% | 87 |
|
|
2022
Q4 | $706K | Sell |
5,728
-3,743
| -40% | -$461K | 0.06% | 131 |
|
|
2022
Q3 | $2.51M | Buy |
9,471
+7,454
| +370% | +$1.98M | 0.35% | 47 |
|
|
2022
Q2 | $1.36M | Buy |
2,017
+2
| +0.1% | +$1.35K | 0.18% | 60 |
|
|
2022
Q1 | $2.17M | Sell |
2,015
-14
| -0.7% | -$15.1K | 0.23% | 58 |
|
|
2021
Q4 | $2.14M | Buy |
2,029
+1,650
| +435% | +$1.74M | 0.21% | 59 |
|
|
2021
Q3 | $294K | Sell |
379
-54
| -12% | -$41.9K | 0.03% | 167 |
|
|
2021
Q2 | $294K | Buy |
433
+3
| +0.7% | +$2.04K | 0.03% | 160 |
|
|
2021
Q1 | $287K | Buy |
430
+90
| +26% | +$60.1K | 0.03% | 147 |
|
|
2020
Q4 | $240K | Buy |
340
+200
| +143% | +$141K | 0.03% | 155 |
|
|
2020
Q3 | $60K | Buy |
140
+112
| +400% | +$48K | 0.01% | 274 |
|
|
2020
Q2 | $30K | Hold |
28
| – | – | ﹤0.01% | 353 |
|
|
2020
Q1 | $15K | Hold |
28
| – | – | ﹤0.01% | 397 |
|
|
2019
Q4 | $12K | Buy |
28
+13
| +87% | +$5.57K | ﹤0.01% | 447 |
|
|
2019
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 485 |
|
|
2019
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 489 |
|
|
2019
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 480 |
|
|
2018
Q4 | $5K | Hold |
15
| – | – | ﹤0.01% | 466 |
|
|
2018
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 494 |
|
|
2018
Q2 | $5K | Hold |
15
| – | – | ﹤0.01% | 478 |
|
|
2018
Q1 | $4K | Sell |
15
-50
| -77% | -$13.3K | ﹤0.01% | 461 |
|
|
2017
Q4 | $20K | Hold |
65
| – | – | ﹤0.01% | 376 |
|
|
2017
Q3 | $22K | Hold |
65
| – | – | ﹤0.01% | 361 |
|
|
2017
Q2 | $24K | Buy |
65
+15
| +30% | +$5.54K | ﹤0.01% | 358 |
|
|
2017
Q1 | $14K | Hold |
50
| – | – | ﹤0.01% | 406 |
|
|
2016
Q4 | $11K | Sell |
50
-100
| -67% | -$22K | ﹤0.01% | 436 |
|
|
2016
Q3 | $31K | Hold |
150
| – | – | 0.01% | 340 |
|
|
2016
Q2 | $32K | Sell |
150
-425
| -74% | -$90.7K | 0.01% | 302 |
|
|
2016
Q1 | $132K | Buy |
+575
| New | +$132K | 0.02% | 213 |
|
|
2015
Q1 | – | Sell |
-1,185
| Closed | -$264K | – | 261 |
|
|
2014
Q4 | $264K | Buy |
1,185
+200
| +20% | +$44.6K | 0.04% | 209 |
|
|
2014
Q3 | $239K | Hold |
985
| – | – | 0.03% | 228 |
|
|
2014
Q2 | $236K | Hold |
985
| – | – | 0.04% | 219 |
|
|
2014
Q1 | $205K | Buy |
+985
| New | +$205K | 0.03% | 222 |
|