Bogart Wealth LLC’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Buy |
2,864
+504
| +21% | +$160K | 0.04% | 130 |
|
|
2025
Q1 | $612K | Buy |
2,360
+1,216
| +106% | +$315K | 0.03% | 145 |
|
|
2024
Q4 | $462K | Sell |
1,144
-1,180
| -51% | -$477K | 0.02% | 159 |
|
|
2024
Q3 | $608K | Buy |
2,324
+1,035
| +80% | +$271K | 0.03% | 144 |
|
|
2024
Q2 | $255K | Sell |
1,289
-1,186
| -48% | -$235K | 0.01% | 190 |
|
|
2024
Q1 | $435K | Sell |
2,475
-229
| -8% | -$40.3K | 0.02% | 151 |
|
|
2023
Q4 | $672K | Buy |
2,704
+489
| +22% | +$122K | 0.04% | 136 |
|
|
2023
Q3 | $554K | Buy |
2,215
+511
| +30% | +$128K | 0.03% | 137 |
|
|
2023
Q2 | $446K | Buy |
1,704
+120
| +8% | +$31.4K | 0.03% | 149 |
|
|
2023
Q1 | $329K | Buy |
1,584
+122
| +8% | +$25.3K | 0.02% | 152 |
|
|
2022
Q4 | $180K | Sell |
1,462
-67
| -4% | -$8.25K | 0.01% | 185 |
|
|
2022
Q3 | $406K | Buy |
1,529
+266
| +21% | +$70.6K | 0.03% | 134 |
|
|
2022
Q2 | $284K | Buy |
1,263
+942
| +293% | +$212K | 0.02% | 146 |
|
|
2022
Q1 | $115K | Buy |
321
+3
| +0.9% | +$1.08K | 0.01% | 193 |
|
|
2021
Q4 | $112K | Buy |
318
+21
| +7% | +$7.4K | 0.01% | 187 |
|
|
2021
Q3 | $77K | Sell |
297
-3
| -1% | -$778 | 0.01% | 214 |
|
|
2021
Q2 | $68K | Buy |
300
+27
| +10% | +$6.12K | 0.01% | 219 |
|
|
2021
Q1 | $61K | Buy |
273
+111
| +69% | +$24.8K | 0.01% | 212 |
|
|
2020
Q4 | $38K | Buy |
162
+69
| +74% | +$16.2K | 0.01% | 217 |
|
|
2020
Q3 | $13K | Buy |
93
+48
| +107% | +$6.71K | ﹤0.01% | 283 |
|
|
2020
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 375 |
|
|
2020
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 373 |
|
|
2019
Q2 | – | Sell |
-300
| Closed | -$5K | – | 370 |
|
|
2019
Q1 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 288 |
|