Beacon Financial Advisory’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.12M Buy
2025
Q2
$2.9M Buy
2025
Q1
$1.94M Buy
2024
Q4
$2.97M Buy
2024
Q3
$1.91M Buy
2024
Q2
$1.35M Buy
2024
Q1
$1.16M Buy
2023
Q4
$1.5M Sell
2023
Q3
$1.57M Buy
2023
Q2
$1.13M Buy
2023
Q1
$767K Buy
2022
Q4
$267K Sell
2022
Q3
$615K Sell
2022
Q2
$638K Hold
2022
Q1
$1.02M Sell
2021
Q4
$1.01M Sell
2021
Q3
$2.71M Buy
2021
Q2
$668K Sell
2021
Q1
$734K Sell
2020
Q4
$783K Buy
2020
Q3
$368K Buy