Bellwether 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 | $199K | Buy |
627
+170
| +37% | +$54K | 0.03% | 123 |
|
|
2025
Q1 | $118K | Hold |
457
| – | – | 0.02% | 159 |
|
|
2024
Q4 | $185K | Buy |
+457
| New | +$185K | 0.03% | 143 |
|
|
2024
Q1 | – | Sell |
-3,648
| Closed | -$906K | – | 131 |
|
|
2023
Q4 | $906K | Sell |
3,648
-5,628
| -61% | -$1.4M | 0.22% | 68 |
|
|
2023
Q3 | $2.32M | Buy |
+9,276
| New | +$2.32M | 0.63% | 38 |
|
|
2023
Q2 | – | Sell |
-281
| Closed | -$58.3K | – | 432 |
|
|
2023
Q1 | $58.3K | Buy |
281
+161
| +134% | +$33.4K | 0.02% | 182 |
|
|
2022
Q4 | $14.8K | Sell |
120
-114
| -49% | -$14K | ﹤0.01% | 256 |
|
|
2022
Q3 | $62K | Hold |
234
| – | – | 0.02% | 142 |
|
|
2022
Q2 | $52K | Sell |
234
-2,523
| -92% | -$561K | 0.02% | 168 |
|
|
2022
Q1 | $990K | Buy |
2,757
+183
| +7% | +$65.7K | 0.29% | 61 |
|
|
2021
Q4 | $906K | Buy |
2,574
+1,713
| +199% | +$603K | 0.28% | 65 |
|
|
2021
Q3 | $222K | Sell |
861
-24
| -3% | -$6.19K | 0.07% | 141 |
|
|
2021
Q2 | $200K | Buy |
885
+807
| +1,035% | +$182K | 0.07% | 129 |
|
|
2021
Q1 | $17K | Sell |
78
-2,391
| -97% | -$521K | 0.01% | 213 |
|
|
2020
Q4 | $580K | Buy |
+2,469
| New | +$580K | 0.26% | 65 |
|