Baldwin Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $760K | Sell |
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|
2025
Q2 | $577K | Buy |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $700K | Sell |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.91M | Sell |
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|
2023
Q4 | $2.77M | Sell |
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|
2023
Q3 | $2.8M | Buy |
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|
2023
Q2 | $2.91M | Sell |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $706K | Sell |
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|
2022
Q3 | $2.51M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $2.17M | Sell |
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|
2021
Q4 | $2.14M | Buy |
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|
2021
Q3 | $294K | Sell |
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|
2021
Q2 | $294K | Buy |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $240K | Buy |
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|
2020
Q3 | $60K | Hold |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $15K | Hold |
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|
2019
Q4 | $12K | Buy |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $5K | Hold |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $5K | Hold |
|
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|
2018
Q1 | $4K | Sell |
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|
2017
Q4 | $20K | Hold |
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|
2017
Q3 | $22K | Hold |
|
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|
2017
Q2 | $24K | Buy |
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|
2017
Q1 | $14K | Hold |
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|
2016
Q4 | $11K | Sell |
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|
2016
Q3 | $31K | Hold |
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|
2016
Q2 | $32K | Sell |
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|
2016
Q1 | $132K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $264K | Buy |
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|
2014
Q3 | $239K | Hold |
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|
2014
Q2 | $236K | Hold |
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|
2014
Q1 | $205K | Buy |
|