Bradley Foster & Sargent’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
4,494
+1,079
+32% +$343K 0.02% 256
2025
Q1
$885K Sell
3,415
-1,248
-27% -$323K 0.02% 284
2024
Q4
$1.88M Sell
4,663
-499
-10% -$201K 0.03% 212
2024
Q3
$1.35M Buy
5,162
+2,365
+85% +$619K 0.02% 248
2024
Q2
$554K Buy
2,797
+747
+36% +$148K 0.01% 340
2024
Q1
$360K Sell
2,050
-661
-24% -$116K 0.01% 375
2023
Q4
$674K Buy
2,711
+204
+8% +$50.7K 0.01% 316
2023
Q3
$656K Hold
2,507
0.01% 312
2023
Q2
$656K Buy
2,507
+101
+4% +$26.4K 0.01% 312
2023
Q1
$499K Buy
2,406
+456
+23% +$94.6K 0.01% 331
2022
Q4
$240K Sell
1,950
-648
-25% -$79.8K 0.01% 393
2022
Q3
$689K Sell
2,598
-72
-3% -$19.1K 0.02% 274
2022
Q2
$599K Buy
2,670
+603
+29% +$135K 0.02% 296
2022
Q1
$742K Buy
2,067
+672
+48% +$241K 0.02% 294
2021
Q4
$491K Sell
1,395
-57
-4% -$20.1K 0.01% 330
2021
Q3
$375K Sell
1,452
-894
-38% -$231K 0.01% 338
2021
Q2
$532K Sell
2,346
-462
-16% -$105K 0.01% 291
2021
Q1
$625K Buy
2,808
+798
+40% +$178K 0.02% 270
2020
Q4
$473K Hold
2,010
0.01% 290
2020
Q3
$287K Buy
+2,010
New +$287K 0.01% 307