Beaton Management Company’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Hold |
4,081
| – | – | 0.63% | 50 |
|
|
2025
Q1 | $1.06M | Buy |
4,081
+200
| +5% | +$51.9K | 0.55% | 55 |
|
|
2024
Q4 | $1.57M | Hold |
3,881
| – | – | 0.79% | 39 |
|
|
2024
Q3 | $1.02M | Sell |
3,881
-1,300
| -25% | -$340K | 0.51% | 58 |
|
|
2024
Q2 | $1.03M | Buy |
5,181
+1,346
| +35% | +$266K | 0.55% | 54 |
|
|
2024
Q1 | $674K | Buy |
3,835
+246
| +7% | +$43.2K | 0.37% | 74 |
|
|
2023
Q4 | $892K | Hold |
3,589
| – | – | 0.53% | 59 |
|
|
2023
Q3 | $898K | Buy |
3,589
+15
| +0.4% | +$3.75K | 0.58% | 55 |
|
|
2023
Q2 | $936K | Hold |
3,574
| – | – | 0.59% | 52 |
|
|
2023
Q1 | $741K | Buy |
3,574
+19
| +0.5% | +$3.94K | 0.5% | 63 |
|
|
2022
Q4 | $438K | Buy |
3,555
+1,206
| +51% | +$149K | 0.29% | 84 |
|
|
2022
Q3 | $623K | Hold |
2,349
| – | – | 0.47% | 63 |
|
|
2022
Q2 | $527K | Buy |
2,349
+15
| +0.6% | +$3.37K | 0.37% | 71 |
|
|
2022
Q1 | $838K | Buy |
2,334
+90
| +4% | +$32.3K | 0.52% | 59 |
|
|
2021
Q4 | $790K | Sell |
2,244
-75
| -3% | -$26.4K | 0.47% | 59 |
|
|
2021
Q3 | $499K | Hold |
2,319
| – | – | 0.33% | 79 |
|
|
2021
Q2 | $525K | Hold |
2,319
| – | – | 0.33% | 81 |
|
|
2021
Q1 | $516K | Buy |
2,319
+114
| +5% | +$25.4K | 0.36% | 78 |
|
|
2020
Q4 | $519K | Buy |
2,205
+30
| +1% | +$7.06K | 0.38% | 76 |
|
|
2020
Q3 | $311K | Buy |
+2,175
| New | +$311K | 0.26% | 89 |
|