Birch Hill 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 | $697K | Sell |
2,195
-196
| -8% | -$62.3K | 0.03% | 129 |
|
|
2025
Q1 | $620K | Buy |
2,391
+58
| +2% | +$15K | 0.03% | 129 |
|
|
2024
Q4 | $942K | Buy |
2,333
+879
| +60% | +$355K | 0.04% | 111 |
|
|
2024
Q3 | $380K | Buy |
1,454
+83
| +6% | +$21.7K | 0.02% | 145 |
|
|
2024
Q2 | $271K | Buy |
1,371
+154
| +13% | +$30.5K | 0.01% | 154 |
|
|
2024
Q1 | $214K | Sell |
1,217
-40
| -3% | -$7.03K | 0.01% | 165 |
|
|
2023
Q4 | $312K | Sell |
1,257
-75
| -6% | -$18.6K | 0.02% | 135 |
|
|
2023
Q3 | $333K | Sell |
1,332
-251
| -16% | -$62.8K | 0.02% | 131 |
|
|
2023
Q2 | $414K | Sell |
1,583
-112
| -7% | -$29.3K | 0.02% | 122 |
|
|
2023
Q1 | $352K | Buy |
+1,695
| New | +$352K | 0.02% | 131 |
|
|
2022
Q4 | – | Sell |
-1,215
| Closed | -$322K | – | 155 |
|
|
2022
Q3 | $322K | Sell |
1,215
-210
| -15% | -$55.7K | 0.02% | 127 |
|
|
2022
Q2 | $320K | Hold |
1,425
| – | – | 0.02% | 132 |
|
|
2022
Q1 | $512K | Hold |
1,425
| – | – | 0.03% | 117 |
|
|
2021
Q4 | $502K | Buy |
1,425
+525
| +58% | +$185K | 0.02% | 122 |
|
|
2021
Q3 | $233K | Hold |
900
| – | – | 0.01% | 156 |
|
|
2021
Q2 | $204K | Hold |
900
| – | – | 0.01% | 162 |
|
|
2021
Q1 | $200K | Sell |
900
-1,500
| -63% | -$333K | 0.01% | 157 |
|
|
2020
Q4 | $565K | Hold |
2,400
| – | – | 0.03% | 107 |
|
|
2020
Q3 | $343K | Sell |
2,400
-2,400
| -50% | -$343K | 0.02% | 119 |
|
|
2020
Q2 | $346K | Buy |
+4,800
| New | +$346K | 0.03% | 115 |
|