Baron Silver Stevens Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.19M | Buy |
3,736
+588
| +19% | +$187K | 0.19% | 54 |
|
2025
Q1 | $816K | Sell |
3,148
-728
| -19% | -$189K | 0.14% | 58 |
|
2024
Q4 | $1.57M | Buy |
3,876
+103
| +3% | +$41.6K | 0.27% | 47 |
|
2024
Q3 | $987K | Buy |
3,773
+671
| +22% | +$176K | 0.17% | 54 |
|
2024
Q2 | $614K | Sell |
3,102
-47
| -1% | -$9.3K | 0.12% | 64 |
|
2024
Q1 | $554K | Buy |
3,149
+494
| +19% | +$86.8K | 0.11% | 66 |
|
2023
Q4 | $660K | Sell |
2,655
-430
| -14% | -$107K | 0.14% | 57 |
|
2023
Q3 | $772K | Buy |
3,085
+192
| +7% | +$48K | 0.17% | 49 |
|
2023
Q2 | $757K | Sell |
2,893
-19
| -0.7% | -$4.97K | 0.17% | 49 |
|
2023
Q1 | $604K | Buy |
2,912
+32
| +1% | +$6.64K | 0.16% | 51 |
|
2022
Q4 | $355K | Buy |
+2,880
| New | +$355K | 0.09% | 64 |
|
2022
Q3 | – | Sell |
-3,156
| Closed | -$708K | – | 144 |
|
2022
Q2 | $708K | Buy |
3,156
+489
| +18% | +$110K | 0.18% | 43 |
|
2022
Q1 | $957K | Buy |
2,667
+636
| +31% | +$228K | 0.22% | 39 |
|
2021
Q4 | $715K | Buy |
2,031
+252
| +14% | +$88.7K | 0.17% | 40 |
|
2021
Q3 | $459K | Sell |
1,779
-285
| -14% | -$73.5K | 0.12% | 49 |
|
2021
Q2 | $467K | Buy |
2,064
+285
| +16% | +$64.5K | 0.13% | 49 |
|
2021
Q1 | $396K | Sell |
1,779
-549
| -24% | -$122K | 0.22% | 29 |
|
2020
Q4 | $547K | Buy |
+2,328
| New | +$547K | 0.19% | 33 |
|