BAWC
Boyce & Associates Wealth Consulting’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Buy |
2,245
+1,040
| +86% | +$330K | 0.65% | 33 |
|
|
2025
Q1 | $312K | Sell |
1,205
-164
| -12% | -$42.5K | 0.31% | 52 |
|
|
2024
Q4 | $553K | Hold |
1,369
| – | – | 0.56% | 35 |
|
|
2024
Q3 | $358K | Sell |
1,369
-108
| -7% | -$28.3K | 0.37% | 46 |
|
|
2024
Q2 | $292K | Sell |
1,477
-282
| -16% | -$55.8K | 0.34% | 49 |
|
|
2024
Q1 | $309K | Buy |
1,759
+88
| +5% | +$15.5K | 0.4% | 46 |
|
|
2023
Q4 | $415K | Buy |
1,671
+60
| +4% | +$14.9K | 0.6% | 28 |
|
|
2023
Q3 | $403K | Buy |
1,611
+1
| +0.1% | +$250 | 0.67% | 26 |
|
|
2023
Q2 | $421K | Hold |
1,610
| – | – | 0.7% | 25 |
|
|
2023
Q1 | $298K | Buy |
+1,610
| New | +$298K | 0.53% | 36 |
|
|
2022
Q4 | – | Sell |
-1,392
| Closed | -$369K | – | 47 |
|
|
2022
Q3 | $369K | Buy |
1,392
+943
| +210% | +$250K | 0.76% | 23 |
|
|
2022
Q2 | $302K | Hold |
449
| – | – | 0.55% | 32 |
|
|
2022
Q1 | $484K | Buy |
+449
| New | +$484K | 0.72% | 28 |
|