BWFA
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Baltimore-Washington Financial Advisors’s Tesla TSLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
3,369
+94
+3% +$29.9K 0.05% 91
2025
Q1
$849K Sell
3,275
-499
-13% -$129K 0.05% 89
2024
Q4
$1.52M Sell
3,774
-1,810
-32% -$731K 0.08% 83
2024
Q3
$1.46M Sell
5,584
-290
-5% -$75.9K 0.08% 84
2024
Q2
$1.16M Buy
5,874
+193
+3% +$38.2K 0.07% 90
2024
Q1
$999K Buy
5,681
+132
+2% +$23.2K 0.06% 90
2023
Q4
$1.38M Sell
5,549
-440
-7% -$109K 0.1% 89
2023
Q3
$1.5M Buy
5,989
+82
+1% +$20.5K 0.12% 89
2023
Q2
$1.55M Buy
5,907
+135
+2% +$35.3K 0.12% 89
2023
Q1
$1.2M Hold
5,772
0.11% 98
2022
Q4
$711K Sell
5,772
-390
-6% -$48K 0.07% 100
2022
Q3
$2.09M Buy
6,162
+4,173
+210% +$1.42M 0.18% 80
2022
Q2
$1.34M Buy
1,989
+66
+3% +$44.4K 0.14% 82
2022
Q1
$1.28M Sell
1,923
-99
-5% -$66.1K 0.13% 96
2021
Q4
$2.14M Buy
2,022
+6
+0.3% +$6.34K 0.17% 85
2021
Q3
$1.56M Sell
2,016
-70
-3% -$54.3K 0.14% 86
2021
Q2
$1.42M Buy
2,086
+123
+6% +$83.6K 0.13% 86
2021
Q1
$1.31M Buy
1,963
+13
+0.7% +$8.68K 0.13% 84
2020
Q4
$1.38M Buy
1,950
+140
+8% +$98.8K 0.15% 82
2020
Q3
$776K Buy
+1,810
New +$776K 0.1% 85