Beacon Bridge Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Sell |
1,567
-396
| -20% | -$126K | 0.2% | 61 |
|
|
2025
Q1 | $509K | Sell |
1,963
-2,136
| -52% | -$554K | 0.22% | 63 |
|
|
2024
Q4 | $1.66M | Sell |
4,099
-325
| -7% | -$131K | 0.7% | 36 |
|
|
2024
Q3 | $1.16M | Hold |
4,424
| – | – | 0.5% | 45 |
|
|
2024
Q2 | $875K | Buy |
4,424
+237
| +6% | +$46.9K | 0.4% | 48 |
|
|
2024
Q1 | $736K | Buy |
4,187
+100
| +2% | +$17.6K | 0.35% | 50 |
|
|
2023
Q4 | $1.02M | Buy |
4,087
+22
| +0.5% | +$5.47K | 0.51% | 41 |
|
|
2023
Q3 | $1.02M | Buy |
4,065
+183
| +5% | +$45.8K | 0.54% | 37 |
|
|
2023
Q2 | $1.02M | Sell |
3,882
-27
| -0.7% | -$7.07K | 0.52% | 33 |
|
|
2023
Q1 | $811K | Buy |
3,909
+366
| +10% | +$75.9K | 0.49% | 32 |
|
|
2022
Q4 | $436K | Buy |
+3,543
| New | +$436K | 0.32% | 39 |
|