BWM
BCS Wealth Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Buy |
3,083
+1,895
| +160% | +$602K | 0.21% | 95 |
|
|
2025
Q1 | $308K | Sell |
1,188
-301
| -20% | -$78K | 0.08% | 192 |
|
|
2024
Q4 | $601K | Sell |
1,489
-51
| -3% | -$20.6K | 0.15% | 128 |
|
|
2024
Q3 | $403K | Sell |
1,540
-3,364
| -69% | -$880K | 0.17% | 110 |
|
|
2024
Q2 | $970K | Sell |
4,904
-96
| -2% | -$19K | 0.47% | 52 |
|
|
2024
Q1 | $879K | Sell |
5,000
-45
| -0.9% | -$7.91K | 0.28% | 82 |
|
|
2023
Q4 | $1.25M | Hold |
5,045
| – | – | 0.46% | 55 |
|
|
2023
Q3 | $1.26M | Sell |
5,045
-6
| -0.1% | -$1.5K | 0.53% | 52 |
|
|
2023
Q2 | $1.32M | Sell |
5,051
-1,437
| -22% | -$376K | 0.97% | 30 |
|
|
2023
Q1 | $1.35M | Buy |
6,488
+1,165
| +22% | +$242K | 0.61% | 39 |
|
|
2022
Q4 | $656K | Hold |
5,323
| – | – | 0.27% | 88 |
|
|
2022
Q3 | $1.41M | Buy |
5,323
+2,200
| +70% | +$584K | 0.66% | 38 |
|
|
2022
Q2 | $2.1M | Buy |
3,123
+1,355
| +77% | +$912K | 0.93% | 20 |
|
|
2022
Q1 | $1.91M | Sell |
1,768
-935
| -35% | -$1.01M | 0.79% | 29 |
|
|
2021
Q4 | $2.86M | Buy |
2,703
+1,144
| +73% | +$1.21M | 1.03% | 20 |
|
|
2021
Q3 | $1.21M | Buy |
1,559
+100
| +7% | +$77.6K | 0.51% | 46 |
|
|
2021
Q2 | $992K | Buy |
1,459
+131
| +10% | +$89.1K | 0.53% | 44 |
|
|
2021
Q1 | $887K | Buy |
1,328
+61
| +5% | +$40.7K | 0.42% | 51 |
|
|
2020
Q4 | $894K | Sell |
1,267
-119
| -9% | -$84K | 0.46% | 46 |
|
|
2020
Q3 | $595K | Buy |
+1,386
| New | +$595K | 0.34% | 61 |
|