Braun-Bostich & Associates’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$823K Sell
2,591
-32
-1% -$10.2K 0.56% 38
2025
Q1
$680K Buy
2,623
+38
+1% +$9.85K 0.5% 49
2024
Q4
$1.04M Sell
2,585
-234
-8% -$94.5K 0.75% 35
2024
Q3
$738K Buy
2,819
+59
+2% +$15.4K 0.51% 39
2024
Q2
$546K Buy
2,760
+103
+4% +$20.4K 0.41% 52
2024
Q1
$467K Buy
2,657
+16
+0.6% +$2.81K 0.39% 67
2023
Q4
$656K Buy
+2,641
New +$656K 0.59% 43
2023
Q3
Sell
-2,435
Closed -$637K 102
2023
Q2
$637K Buy
2,435
+126
+5% +$33K 1.37% 26
2023
Q1
$479K Buy
+2,309
New +$479K 1.13% 33
2022
Q4
Sell
-1,617
Closed -$429K 66
2022
Q3
$429K Buy
1,617
+6
+0.4% +$1.59K 1.31% 34
2022
Q2
$362K Buy
1,611
+549
+52% +$123K 0.94% 41
2022
Q1
$381K Buy
+1,062
New +$381K 0.82% 37
2021
Q4
Sell
-810
Closed -$209K 149
2021
Q3
$209K Buy
+810
New +$209K 0.39% 63
2020
Q4
Sell
-2,154
Closed -$308K 204
2020
Q3
$308K Buy
2,154
+894
+71% +$128K 0.31% 48
2020
Q2
$91K Hold
1,260
0.09% 107
2020
Q1
$40K Buy
1,260
+105
+9% +$3.33K 0.05% 142
2019
Q4
$33K Buy
+1,155
New +$33K 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% +$1.69K 0.03% 209
2018
Q3
$19K Buy
1,080
+150
+16% +$2.64K 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 +$19K 0.02% 226