Bordeaux Wealth 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 | $2.76M | Sell |
8,680
-28,261
| -77% | -$8.98M | 0.35% | 34 |
|
|
2025
Q1 | $9.57M | Buy |
36,941
+7,516
| +26% | +$1.95M | 1.77% | 13 |
|
|
2024
Q4 | $11.9M | Sell |
29,425
-445
| -1% | -$180K | 1.91% | 13 |
|
|
2024
Q3 | $7.81M | Buy |
29,870
+1,967
| +7% | +$515K | 1.41% | 19 |
|
|
2024
Q2 | $5.52M | Sell |
27,903
-24
| -0.1% | -$4.75K | 1.05% | 19 |
|
|
2024
Q1 | $4.91M | Sell |
27,927
-379
| -1% | -$66.6K | 1.62% | 12 |
|
|
2023
Q4 | $7.03M | Sell |
28,306
-51
| -0.2% | -$12.7K | 2.38% | 12 |
|
|
2023
Q3 | $7.1M | Buy |
28,357
+51
| +0.2% | +$12.8K | 2.87% | 9 |
|
|
2023
Q2 | $7.41M | Buy |
28,306
+20,037
| +242% | +$5.25M | 3.04% | 9 |
|
|
2023
Q1 | $1.72M | Sell |
8,269
-283
| -3% | -$58.7K | 0.88% | 16 |
|
|
2022
Q4 | $1.05M | Buy |
8,552
+533
| +7% | +$65.7K | 0.58% | 23 |
|
|
2022
Q3 | $2.13M | Sell |
8,019
-16,092
| -67% | -$4.27M | 1.34% | 16 |
|
|
2022
Q2 | $5.41M | Sell |
24,111
-1,725
| -7% | -$387K | 3.73% | 8 |
|
|
2022
Q1 | $9.28M | Sell |
25,836
-1,314
| -5% | -$472K | 5% | 6 |
|
|
2021
Q4 | $9.56M | Sell |
27,150
-1,596
| -6% | -$562K | 4.39% | 6 |
|
|
2021
Q3 | $7.43M | Hold |
28,746
| – | – | 4.21% | 7 |
|
|
2021
Q2 | $6.51M | Buy |
28,746
+27,774
| +2,857% | +$6.29M | 3.74% | 9 |
|
|
2021
Q1 | $216K | Buy |
+972
| New | +$216K | 0.15% | 61 |
|