Bradley & Co 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 | $3.21M | Hold |
10,115
| – | – | 1.97% | 14 |
|
|
2025
Q1 | $2.62M | Sell |
10,115
-870
| -8% | -$225K | 1.79% | 14 |
|
|
2024
Q4 | $4.44M | Buy |
+10,985
| New | +$4.44M | 2.77% | 13 |
|
|
2024
Q2 | $5.25M | Sell |
26,532
-1,198
| -4% | -$237K | 3.88% | 12 |
|
|
2024
Q1 | $4.87M | Buy |
27,730
+8,812
| +47% | +$1.55M | 3.94% | 12 |
|
|
2023
Q4 | $4.7M | Buy |
18,918
+84
| +0.4% | +$20.9K | 4.35% | 10 |
|
|
2023
Q3 | $4.71M | Buy |
18,834
+86
| +0.5% | +$21.5K | 4.92% | 11 |
|
|
2023
Q2 | $4.91M | Sell |
18,748
-1,329
| -7% | -$348K | 4.86% | 12 |
|
|
2023
Q1 | $4.17M | Sell |
20,077
-685
| -3% | -$142K | 4.56% | 12 |
|
|
2022
Q4 | $2.56M | Sell |
20,762
-42
| -0.2% | -$5.17K | 3.11% | 12 |
|
|
2022
Q3 | $5.52M | Buy |
20,804
+1,010
| +5% | +$268K | 6.58% | 6 |
|
|
2022
Q2 | $4.44M | Sell |
19,794
-225
| -1% | -$50.5K | 4.9% | 9 |
|
|
2022
Q1 | $7.19M | Buy |
20,019
+1,428
| +8% | +$513K | 6.18% | 5 |
|
|
2021
Q4 | $6.55M | Sell |
18,591
-519
| -3% | -$183K | 5.25% | 7 |
|
|
2021
Q3 | $4.94M | Buy |
19,110
+297
| +2% | +$76.8K | 4.26% | 12 |
|
|
2021
Q2 | $4.26M | Buy |
18,813
+165
| +0.9% | +$37.4K | 3.72% | 12 |
|
|
2021
Q1 | $4.15M | Buy |
+18,648
| New | +$4.15M | 3.83% | 11 |
|