Bar Harbor Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-911
| Closed | -$368K | – | 263 |
|
|
2024
Q4 | $368K | Hold |
911
| – | – | 0.02% | 198 |
|
|
2024
Q3 | $238K | Buy |
+911
| New | +$238K | 0.02% | 246 |
|
|
2024
Q1 | – | Sell |
-911
| Closed | -$226K | – | 267 |
|
|
2023
Q4 | $226K | Hold |
911
| – | – | 0.02% | 231 |
|
|
2023
Q3 | $228K | Hold |
911
| – | – | 0.02% | 226 |
|
|
2023
Q2 | $238K | Buy |
+911
| New | +$238K | 0.02% | 229 |
|
|
2022
Q4 | – | Sell |
-786
| Closed | -$208K | – | 259 |
|
|
2022
Q3 | $208K | Sell |
786
-756
| -49% | -$200K | 0.02% | 238 |
|
|
2022
Q2 | $346K | Buy |
1,542
+576
| +60% | +$129K | 0.03% | 215 |
|
|
2022
Q1 | $347K | Sell |
966
-195
| -17% | -$70K | 0.03% | 183 |
|
|
2021
Q4 | $409K | Buy |
1,161
+300
| +35% | +$106K | 0.03% | 176 |
|
|
2021
Q3 | $223K | Buy |
+861
| New | +$223K | 0.02% | 226 |
|