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