Barrett & Company’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Hold |
617
| – | – | 0.07% | 146 |
|
|
2025
Q1 | $160K | Sell |
617
-50
| -7% | -$13K | 0.07% | 152 |
|
|
2024
Q4 | $269K | Buy |
667
+7
| +1% | +$2.83K | 0.11% | 115 |
|
|
2024
Q3 | $173K | Sell |
660
-45
| -6% | -$11.8K | 0.07% | 147 |
|
|
2024
Q2 | $140K | Hold |
705
| – | – | 0.06% | 163 |
|
|
2024
Q1 | $124K | Sell |
705
-5
| -0.7% | -$879 | 0.06% | 172 |
|
|
2023
Q4 | $176K | Hold |
710
| – | – | 0.1% | 136 |
|
|
2023
Q3 | $178K | Sell |
710
-5,504
| -89% | -$1.38M | 0.1% | 132 |
|
|
2023
Q2 | $161K | Buy |
6,214
+5,668
| +1,038% | +$147K | 0.09% | 142 |
|
|
2023
Q1 | $113K | Hold |
546
| – | – | 0.07% | 167 |
|
|
2022
Q4 | $67.3K | Hold |
546
| – | – | 0.04% | 212 |
|
|
2022
Q3 | $67.3K | Buy |
+546
| New | +$67.3K | 0.04% | 212 |
|