Bell Investment 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 | $411K | Buy |
1,295
+64
| +5% | +$20.3K | 0.07% | 84 |
|
2025
Q1 | $319K | Sell |
1,231
-1,108
| -47% | -$287K | 0.06% | 84 |
|
2024
Q4 | $945K | Buy |
2,339
+30
| +1% | +$12.1K | 0.18% | 53 |
|
2024
Q3 | $604K | Buy |
2,309
+54
| +2% | +$14.1K | 0.11% | 60 |
|
2024
Q2 | $446K | Buy |
2,255
+165
| +8% | +$32.7K | 0.09% | 71 |
|
2024
Q1 | $367K | Sell |
2,090
-77
| -4% | -$13.5K | 0.07% | 76 |
|
2023
Q4 | $538K | Sell |
2,167
-24
| -1% | -$5.96K | 0.11% | 60 |
|
2023
Q3 | $548K | Buy |
2,191
+26
| +1% | +$6.51K | 0.12% | 54 |
|
2023
Q2 | $567K | Buy |
2,165
+13
| +0.6% | +$3.4K | 0.13% | 54 |
|
2023
Q1 | $446K | Buy |
2,152
+191
| +10% | +$39.6K | 0.1% | 57 |
|
2022
Q4 | $242K | Sell |
1,961
-60
| -3% | -$7.39K | 0.06% | 74 |
|
2022
Q3 | $536K | Buy |
2,021
+92
| +5% | +$24.4K | 0.17% | 44 |
|
2022
Q2 | $433K | Buy |
+1,929
| New | +$433K | 0.13% | 49 |
|
2021
Q4 | $719K | Buy |
2,040
+132
| +7% | +$46.5K | 0.2% | 46 |
|
2021
Q3 | $493K | Buy |
+1,908
| New | +$493K | 0.15% | 51 |
|