Bragg Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.9M | Buy |
32,067
+868
| +3% | +$358K | 0.38% | 99 |
|
|
2025
Q4 | $14M | Sell |
31,199
-707
| -2% | -$313K | 0.46% | 86 |
|
|
2025
Q3 | $14.2M | Buy |
31,906
+597
| +2% | +$207K | 0.47% | 79 |
|
|
2025
Q2 | $9.95M | Buy |
31,309
+1,252
| +4% | +$377K | 0.36% | 102 |
|
|
2025
Q1 | $7.79M | Buy |
30,057
+648
| +2% | +$216K | 0.32% | 105 |
|
|
2024
Q4 | $11.9M | Buy |
29,409
+537
| +2% | +$173K | 0.48% | 80 |
|
|
2024
Q3 | $7.55M | Buy |
28,872
+3,323
| +13% | +$758K | 0.31% | 113 |
|
|
2024
Q2 | $5.06M | Buy |
25,549
+2,169
| +9% | +$379K | 0.23% | 124 |
|
|
2024
Q1 | $4.11M | Buy |
23,380
+3,654
| +19% | +$714K | 0.18% | 132 |
|
|
2023
Q4 | $4.9M | Buy |
19,726
+8,124
| +70% | +$1.93M | 0.23% | 123 |
|
|
2023
Q3 | $2.9M | Buy |
11,602
+9,052
| +355% | +$2.33M | 0.15% | 139 |
|
|
2023
Q2 | $668K | Sell |
2,550
-37
| -1% | -$7.4K | 0.04% | 228 |
|
|
2023
Q1 | $537K | Hold |
2,587
| – | – | 0.03% | 235 |
|
|
2022
Q4 | $319K | Buy |
2,587
+31
| +1% | +$5.87K | 0.02% | 267 |
|
|
2022
Q3 | $678K | Buy |
2,556
+75
| +3% | +$20.9K | 0.05% | 202 |
|
|
2022
Q2 | $557K | Buy |
2,481
+42
| +2% | +$11.5K | 0.04% | 219 |
|
|
2022
Q1 | $876K | Buy |
2,439
+174
| +8% | +$54.2K | 0.05% | 195 |
|
|
2021
Q4 | $585K | Hold |
2,265
| – | – | 0.04% | 206 |
|
|
2021
Q3 | $585K | Hold |
2,265
| – | – | 0.04% | 206 |
|
|
2021
Q2 | $513K | Sell |
2,265
-150
| -6% | -$32.6K | 0.03% | 219 |
|
|
2021
Q1 | $538K | Sell |
2,415
-360
| -13% | -$90.4K | 0.04% | 212 |
|
|
2020
Q4 | $653K | Sell |
2,775
-1,125
| -29% | -$192K | 0.06% | 185 |
|
|
2020
Q3 | $558K | Sell |
3,900
-375
| -9% | -$44.3K | 0.06% | 185 |
|
|
2020
Q2 | $308K | Buy |
+4,275
| New | +$231K | 0.03% | 223 |
|
Other funds holding TSLA
VCM
VPM
