Braun-Bostich & Associates’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 | $889K | Sell |
2,391
-6
| -0.3% | -$2.47K | 0.56% | 44 |
|
|
2025
Q4 | $1.08M | Sell |
2,397
-102
| -4% | -$45.2K | 0.67% | 39 |
|
|
2025
Q3 | $1.11M | Sell |
2,499
-92
| -4% | -$31.9K | 0.7% | 37 |
|
|
2025
Q2 | $823K | Sell |
2,591
-32
| -1% | -$9.64K | 0.56% | 38 |
|
|
2025
Q1 | $680K | Buy |
2,623
+38
| +1% | +$12.7K | 0.5% | 49 |
|
|
2024
Q4 | $1.04M | Sell |
2,585
-234
| -8% | -$75.3K | 0.75% | 35 |
|
|
2024
Q3 | $738K | Buy |
2,819
+59
| +2% | +$13.5K | 0.51% | 39 |
|
|
2024
Q2 | $546K | Buy |
2,760
+103
| +4% | +$18K | 0.41% | 52 |
|
|
2024
Q1 | $467K | Buy |
2,657
+16
| +0.6% | +$3.13K | 0.39% | 67 |
|
|
2023
Q4 | $656K | Buy |
+2,641
| New | +$628K | 0.59% | 43 |
|
|
2023
Q3 | – | Sell |
-2,435
| Closed | -$637K | – | 102 |
|
|
2023
Q2 | $637K | Buy |
2,435
+126
| +5% | +$25.2K | 1.37% | 26 |
|
|
2023
Q1 | $479K | Buy |
+2,309
| New | +$403K | 1.13% | 33 |
|
|
2022
Q4 | – | Sell |
-1,617
| Closed | -$429K | – | 66 |
|
|
2022
Q3 | $429K | Buy |
1,617
+6
| +0.4% | +$1.68K | 1.31% | 34 |
|
|
2022
Q2 | $362K | Buy |
1,611
+549
| +52% | +$150K | 0.94% | 41 |
|
|
2022
Q1 | $381K | Buy |
+1,062
| New | +$331K | 0.82% | 37 |
|
|
2021
Q4 | – | Sell |
-810
| Closed | -$209K | – | 149 |
|
|
2021
Q3 | $209K | Buy |
+810
| New | +$191K | 0.39% | 63 |
|
|
2020
Q4 | – | Sell |
-2,154
| Closed | -$308K | – | 204 |
|
|
2020
Q3 | $308K | Buy |
2,154
+894
| +71% | +$106K | 0.31% | 48 |
|
|
2020
Q2 | $91K | Hold |
1,260
| – | – | 0.09% | 107 |
|
|
2020
Q1 | $40K | Buy |
1,260
+105
| +9% | +$4.35K | 0.05% | 142 |
|
|
2019
Q4 | $33K | Buy |
+1,155
| New | +$25.1K | 0.03% | 158 |
|
|
2019
Q3 | – | Sell |
-1,155
| Closed | -$17K | – | 281 |
|
|
2019
Q2 | $17K | Hold |
1,155
| – | – | 0.02% | 242 |
|
|
2019
Q1 | $22K | Hold |
1,155
| – | – | 0.02% | 242 |
|
|
2018
Q4 | $26K | Buy |
1,155
+75
| +7% | +$1.61K | 0.03% | 209 |
|
|
2018
Q3 | $19K | Buy |
1,080
+150
| +16% | +$3.12K | 0.02% | 237 |
|
|
2018
Q2 | $21K | Hold |
930
| – | – | 0.02% | 219 |
|
|
2018
Q1 | $17K | Hold |
930
| – | – | 0.01% | 231 |
|
|
2017
Q4 | $19K | Buy |
+930
| New | +$20.2K | 0.02% | 226 |
|
Other funds holding TSLA
VCM
VPM