Blue Bell Private Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Buy |
2,001
+729
| +57% | +$232K | 0.11% | 115 |
|
|
2025
Q1 | $330K | Buy |
1,272
+207
| +19% | +$53.6K | 0.06% | 167 |
|
|
2024
Q4 | $430K | Buy |
1,065
+14
| +1% | +$5.65K | 0.08% | 136 |
|
|
2024
Q3 | $275K | Sell |
1,051
-88
| -8% | -$23K | 0.05% | 185 |
|
|
2024
Q2 | $225K | Sell |
1,139
-20
| -2% | -$3.96K | 0.05% | 186 |
|
|
2024
Q1 | $204K | Buy |
1,159
+53
| +5% | +$9.32K | 0.04% | 184 |
|
|
2023
Q4 | $275K | Buy |
1,106
+93
| +9% | +$23.1K | 0.07% | 138 |
|
|
2023
Q3 | $253K | Buy |
1,013
+67
| +7% | +$16.8K | 0.07% | 124 |
|
|
2023
Q2 | $248K | Buy |
946
+55
| +6% | +$14.4K | 0.07% | 125 |
|
|
2023
Q1 | $185K | Sell |
891
-4
| -0.4% | -$830 | 0.06% | 125 |
|
|
2022
Q4 | $110K | Buy |
895
+129
| +17% | +$15.9K | 0.04% | 156 |
|
|
2022
Q3 | $203K | Buy |
766
+37
| +5% | +$9.81K | 0.07% | 104 |
|
|
2022
Q2 | $164K | Sell |
729
-75
| -9% | -$16.9K | 0.06% | 113 |
|
|
2022
Q1 | $289K | Buy |
804
+84
| +12% | +$30.2K | 0.08% | 86 |
|
|
2021
Q4 | $254K | Buy |
+720
| New | +$254K | 0.07% | 93 |
|