Bell & Brown Wealth 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 | $4.17M | Sell |
13,136
-104
| -0.8% | -$33K | 1.49% | 28 |
|
|
2025
Q1 | $3.43M | Sell |
13,240
-638
| -5% | -$165K | 1.34% | 32 |
|
|
2024
Q4 | $5.6M | Sell |
13,878
-181
| -1% | -$73.1K | 2.09% | 20 |
|
|
2024
Q3 | $3.68M | Sell |
14,059
-172
| -1% | -$45K | 1.44% | 29 |
|
|
2024
Q2 | $2.82M | Buy |
14,231
+1,379
| +11% | +$273K | 1.08% | 30 |
|
|
2024
Q1 | $2.26M | Buy |
12,852
+728
| +6% | +$128K | 0.97% | 43 |
|
|
2023
Q4 | $3.01M | Buy |
+12,124
| New | +$3.01M | 1.4% | 26 |
|
|
2023
Q2 | $3.24M | Buy |
12,395
+89
| +0.7% | +$23.3K | 1.62% | 24 |
|
|
2023
Q1 | $2.55M | Buy |
12,306
+6,609
| +116% | +$1.37M | 1.36% | 35 |
|
|
2022
Q4 | $702K | Buy |
5,697
+1,807
| +46% | +$223K | 0.39% | 54 |
|
|
2022
Q3 | $1.03M | Sell |
3,890
-70
| -2% | -$18.6K | 0.64% | 49 |
|
|
2022
Q2 | $889K | Buy |
3,960
+75
| +2% | +$16.8K | 0.48% | 55 |
|
|
2022
Q1 | $1.4M | Sell |
3,885
-444
| -10% | -$159K | 0.63% | 50 |
|
|
2021
Q4 | $1.35M | Buy |
4,329
+711
| +20% | +$221K | 0.65% | 52 |
|
|
2021
Q3 | $935K | Buy |
+3,618
| New | +$935K | 0.5% | 53 |
|
|
2020
Q3 | $581K | Sell |
4,062
-588
| -13% | -$84.1K | 0.42% | 53 |
|
|
2020
Q2 | $459K | Sell |
4,650
-1,050
| -18% | -$104K | 0.36% | 58 |
|
|
2020
Q1 | $307K | Sell |
5,700
-525
| -8% | -$28.3K | 0.29% | 64 |
|
|
2019
Q4 | $220K | Buy |
+6,225
| New | +$220K | 0.16% | 77 |
|