Beacon Investment Advisory Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
693
-99
| -13% | -$31.4K | 0.01% | 235 |
|
|
2025
Q1 | $205K | Hold |
792
| – | – | 0.01% | 226 |
|
|
2024
Q4 | $320K | Hold |
792
| – | – | 0.01% | 200 |
|
|
2024
Q3 | $207K | Sell |
792
-510
| -39% | -$133K | 0.01% | 245 |
|
|
2024
Q2 | $258K | Buy |
+1,302
| New | +$258K | 0.01% | 232 |
|
|
2024
Q1 | – | Sell |
-2,263
| Closed | -$562K | – | 277 |
|
|
2023
Q4 | $562K | Buy |
2,263
+79
| +4% | +$19.6K | 0.03% | 172 |
|
|
2023
Q3 | $546K | Buy |
2,184
+45
| +2% | +$11.3K | 0.03% | 185 |
|
|
2023
Q2 | $560K | Sell |
2,139
-132
| -6% | -$34.6K | 0.03% | 188 |
|
|
2023
Q1 | $471K | Buy |
2,271
+18
| +0.8% | +$3.73K | 0.02% | 195 |
|
|
2022
Q4 | $278K | Buy |
2,253
+134
| +6% | +$16.5K | 0.01% | 238 |
|
|
2022
Q3 | $562K | Buy |
2,119
+1
| +0% | +$265 | 0.03% | 177 |
|
|
2022
Q2 | $476K | Buy |
2,118
+258
| +14% | +$58K | 0.02% | 194 |
|
|
2022
Q1 | $668K | Sell |
1,860
-300
| -14% | -$108K | 0.03% | 187 |
|
|
2021
Q4 | $761K | Buy |
2,160
+333
| +18% | +$117K | 0.03% | 187 |
|
|
2021
Q3 | $472K | Buy |
+1,827
| New | +$472K | 0.02% | 209 |
|