Beaumont Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
3,710
-337
| -8% | -$107K | 0.09% | 132 |
|
|
2025
Q1 | $1.05M | Buy |
4,047
+731
| +22% | +$189K | 0.08% | 143 |
|
|
2024
Q4 | $1.34M | Buy |
3,316
+428
| +15% | +$173K | 0.1% | 127 |
|
|
2024
Q3 | $756K | Buy |
2,888
+566
| +24% | +$148K | 0.06% | 168 |
|
|
2024
Q2 | $459K | Sell |
2,322
-60
| -3% | -$11.9K | 0.04% | 222 |
|
|
2024
Q1 | $419K | Sell |
2,382
-849
| -26% | -$149K | 0.03% | 228 |
|
|
2023
Q4 | $803K | Buy |
3,231
+3
| +0.1% | +$745 | 0.07% | 154 |
|
|
2023
Q3 | $808K | Buy |
3,228
+599
| +23% | +$150K | 0.08% | 139 |
|
|
2023
Q2 | $688K | Buy |
2,629
+605
| +30% | +$158K | 0.06% | 164 |
|
|
2023
Q1 | $420K | Sell |
2,024
-475
| -19% | -$98.5K | 0.04% | 190 |
|
|
2022
Q4 | $308K | Sell |
2,499
-7,000
| -74% | -$862K | 0.03% | 251 |
|
|
2022
Q3 | $2.52M | Buy |
9,499
+1,927
| +25% | +$511K | 0.24% | 58 |
|
|
2022
Q2 | $1.9M | Buy |
7,572
+5,511
| +267% | +$1.38M | 0.17% | 83 |
|
|
2022
Q1 | $740K | Buy |
2,061
+54
| +3% | +$19.4K | 0.06% | 176 |
|
|
2021
Q4 | $707K | Sell |
2,007
-3
| -0.1% | -$1.06K | 0.05% | 174 |
|
|
2021
Q3 | $520K | Buy |
2,010
+12
| +0.6% | +$3.1K | 0.04% | 196 |
|
|
2021
Q2 | $453K | Sell |
1,998
-183
| -8% | -$41.5K | 0.03% | 225 |
|
|
2021
Q1 | $486K | Buy |
2,181
+933
| +75% | +$208K | 0.04% | 199 |
|
|
2020
Q4 | $294K | Buy |
+1,248
| New | +$294K | 0.03% | 274 |
|