Beacon Financial Advisory’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
9,137
+1,635
| +22% | +$519K | 0.75% | 24 |
|
|
2025
Q1 | $1.94M | Buy |
7,502
+143
| +2% | +$37.1K | 0.59% | 30 |
|
|
2024
Q4 | $2.97M | Buy |
7,359
+59
| +0.8% | +$23.8K | 0.97% | 17 |
|
|
2024
Q3 | $1.91M | Buy |
7,300
+467
| +7% | +$122K | 0.65% | 30 |
|
|
2024
Q2 | $1.35M | Buy |
6,833
+209
| +3% | +$41.4K | 0.5% | 41 |
|
|
2024
Q1 | $1.16M | Buy |
6,624
+604
| +10% | +$106K | 0.57% | 39 |
|
|
2023
Q4 | $1.5M | Sell |
6,020
-269
| -4% | -$66.8K | 0.72% | 29 |
|
|
2023
Q3 | $1.57M | Buy |
6,289
+1,972
| +46% | +$493K | 0.87% | 25 |
|
|
2023
Q2 | $1.13M | Buy |
4,317
+622
| +17% | +$163K | 0.65% | 40 |
|
|
2023
Q1 | $767K | Buy |
3,695
+1,525
| +70% | +$316K | 0.49% | 61 |
|
|
2022
Q4 | $267K | Sell |
2,170
-149
| -6% | -$18.4K | 0.19% | 149 |
|
|
2022
Q3 | $615K | Sell |
2,319
-525
| -18% | -$139K | 0.44% | 73 |
|
|
2022
Q2 | $638K | Hold |
2,844
| – | – | 0.36% | 88 |
|
|
2022
Q1 | $1.02M | Sell |
2,844
-36
| -1% | -$12.9K | 0.49% | 59 |
|
|
2021
Q4 | $1.02M | Sell |
2,880
-7,623
| -73% | -$2.69M | 0.47% | 64 |
|
|
2021
Q3 | $2.72M | Buy |
10,503
+7,554
| +256% | +$1.95M | 1.41% | 13 |
|
|
2021
Q2 | $668K | Sell |
2,949
-348
| -11% | -$78.8K | 0.36% | 91 |
|
|
2021
Q1 | $734K | Sell |
3,297
-36
| -1% | -$8.02K | 0.42% | 83 |
|
|
2020
Q4 | $783K | Buy |
3,333
+753
| +29% | +$177K | 0.51% | 58 |
|
|
2020
Q3 | $368K | Buy |
+2,580
| New | +$368K | 0.32% | 110 |
|