Bay 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
Q2 | $336K | Buy |
1,059
+55
| +5% | +$17.5K | 0.1% | 47 |
|
|
2025
Q1 | $260K | Buy |
1,004
+29
| +3% | +$7.52K | 0.08% | 46 |
|
|
2024
Q4 | $394K | Hold |
975
| – | – | 0.13% | 40 |
|
|
2024
Q3 | $255K | Hold |
975
| – | – | 0.08% | 43 |
|
|
2024
Q2 | $193K | Hold |
975
| – | – | 0.07% | 51 |
|
|
2024
Q1 | $171K | Hold |
975
| – | – | 0.06% | 54 |
|
|
2023
Q4 | $242K | Hold |
975
| – | – | 0.09% | 44 |
|
|
2023
Q3 | $244K | Buy |
975
+63
| +7% | +$15.8K | 0.1% | 41 |
|
|
2023
Q2 | $239K | Hold |
912
| – | – | 0.1% | 39 |
|
|
2023
Q1 | $189K | Hold |
912
| – | – | 0.08% | 39 |
|
|
2022
Q4 | $112K | Buy |
912
+909
| +30,300% | +$112K | 0.05% | 45 |
|
|
2022
Q3 | $1K | Sell |
3
-3
| -50% | -$1K | ﹤0.01% | 191 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 185 |
|
|
2022
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 177 |
|
|
2021
Q4 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 155 |
|
|
2021
Q1 | – | Sell |
-471
| Closed | -$111K | – | 405 |
|
|
2020
Q4 | $111K | Sell |
471
-144
| -23% | -$33.9K | 0.05% | 95 |
|
|
2020
Q3 | $88K | Buy |
615
+15
| +3% | +$2.15K | 0.04% | 120 |
|
|
2020
Q2 | $43K | Hold |
600
| – | – | 0.02% | 164 |
|
|
2020
Q1 | $21K | Sell |
600
-90
| -13% | -$3.15K | 0.01% | 186 |
|
|
2019
Q4 | $19K | Hold |
690
| – | – | 0.01% | 207 |
|
|
2019
Q3 | $11K | Hold |
690
| – | – | 0.01% | 235 |
|
|
2019
Q2 | $10K | Buy |
690
+90
| +15% | +$1.3K | 0.01% | 236 |
|
|
2019
Q1 | $11K | Hold |
600
| – | – | 0.01% | 269 |
|
|
2018
Q4 | $13K | Buy |
+600
| New | +$13K | 0.01% | 239 |
|