Bartlett & Co 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
Q2 | $11M | Buy |
34,643
+106
| +0.3% | +$33.7K | 0.15% | 100 |
|
|
2025
Q1 | $8.95M | Sell |
34,537
-194
| -0.6% | -$50.3K | 0.13% | 107 |
|
|
2024
Q4 | $14M | Sell |
34,731
-629
| -2% | -$254K | 0.2% | 85 |
|
|
2024
Q3 | $9.25M | Sell |
35,360
-282
| -0.8% | -$73.8K | 0.13% | 105 |
|
|
2024
Q2 | $7.05M | Sell |
35,642
-81
| -0.2% | -$16K | 0.11% | 114 |
|
|
2024
Q1 | $6.28M | Sell |
35,723
-780
| -2% | -$137K | 0.1% | 126 |
|
|
2023
Q4 | $9.24M | Sell |
36,503
-105
| -0.3% | -$26.6K | 0.15% | 104 |
|
|
2023
Q3 | $9.16M | Buy |
36,608
+79
| +0.2% | +$19.8K | 0.16% | 96 |
|
|
2023
Q2 | $9.56M | Sell |
36,529
-235
| -0.6% | -$61.5K | 0.17% | 96 |
|
|
2023
Q1 | $7.63M | Buy |
36,764
+79
| +0.2% | +$16.4K | 0.15% | 110 |
|
|
2022
Q4 | $4.52M | Sell |
36,685
-370
| -1% | -$45.6K | 0.09% | 137 |
|
|
2022
Q3 | $9.83M | Buy |
37,055
+119
| +0.3% | +$31.6K | 0.21% | 89 |
|
|
2022
Q2 | $8.29M | Buy |
36,936
+90
| +0.2% | +$20.2K | 0.17% | 103 |
|
|
2022
Q1 | $13.2M | Buy |
36,846
+618
| +2% | +$222K | 0.23% | 88 |
|
|
2021
Q4 | $12.8M | Buy |
36,228
+28,254
| +354% | +$9.95M | 0.22% | 90 |
|
|
2021
Q3 | $2.06M | Sell |
7,974
-96
| -1% | -$24.8K | 0.04% | 167 |
|
|
2021
Q2 | $1.83M | Sell |
8,070
-270
| -3% | -$61.2K | 0.03% | 176 |
|
|
2021
Q1 | $1.86M | Sell |
8,340
-1,065
| -11% | -$237K | 0.04% | 174 |
|
|
2020
Q4 | $2.21M | Buy |
9,405
+1,200
| +15% | +$282K | 0.05% | 158 |
|
|
2020
Q3 | $1.17M | Sell |
8,205
-975
| -11% | -$139K | 0.03% | 193 |
|
|
2020
Q2 | $661K | Sell |
9,180
-375
| -4% | -$27K | 0.02% | 218 |
|
|
2020
Q1 | $334K | Buy |
9,555
+1,800
| +23% | +$62.9K | 0.01% | 255 |
|
|
2019
Q4 | $216K | Buy |
7,755
+2,625
| +51% | +$73.2K | 0.01% | 325 |
|
|
2019
Q3 | $82.4K | Buy |
5,130
+4,305
| +522% | +$69.1K | ﹤0.01% | 416 |
|
|
2019
Q2 | $12.3K | Sell |
825
-450
| -35% | -$6.7K | ﹤0.01% | 576 |
|
|
2019
Q1 | $23.8K | Hold |
1,275
| – | – | ﹤0.01% | 505 |
|
|
2018
Q4 | $28.3K | Hold |
1,275
| – | – | ﹤0.01% | 485 |
|
|
2018
Q3 | $22.5K | Hold |
1,275
| – | – | ﹤0.01% | 530 |
|
|
2018
Q2 | $29.2K | Hold |
1,275
| – | – | ﹤0.01% | 490 |
|
|
2018
Q1 | $22.6K | Buy |
+1,275
| New | +$22.6K | ﹤0.01% | 527 |
|