BFA
Brendel Financial Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Sell |
9,622
-782
| -8% | -$248K | 1.71% | 25 |
|
|
2025
Q1 | $2.7M | Sell |
10,404
-205
| -2% | -$53.1K | 1.64% | 22 |
|
|
2024
Q4 | $4.28M | Sell |
10,609
-1,111
| -9% | -$449K | 2.59% | 5 |
|
|
2024
Q3 | $3.07M | Buy |
11,720
+68
| +0.6% | +$17.8K | 1.74% | 21 |
|
|
2024
Q2 | $2.31M | Buy |
11,652
+3,472
| +42% | +$687K | 1.47% | 30 |
|
|
2024
Q1 | $1.44M | Buy |
8,180
+515
| +7% | +$90.5K | 1.65% | 25 |
|
|
2023
Q4 | $1.91M | Buy |
7,665
+414
| +6% | +$103K | 1.25% | 33 |
|
|
2023
Q3 | $1.81M | Buy |
7,251
+228
| +3% | +$57K | 2.69% | 17 |
|
|
2023
Q2 | $1.84M | Sell |
7,023
-2,466
| -26% | -$645K | 2.77% | 18 |
|
|
2023
Q1 | $1.97M | Buy |
+9,489
| New | +$1.97M | 1.46% | 28 |
|
|
2022
Q2 | – | Sell |
-205
| Closed | -$221K | – | 117 |
|
|
2022
Q1 | $221K | Hold |
205
| – | – | 0.12% | 105 |
|
|
2021
Q4 | $217K | Buy |
+205
| New | +$217K | 0.11% | 102 |
|
|
2021
Q3 | – | Sell |
-205
| Closed | -$139K | – | 262 |
|
|
2021
Q2 | $139K | Buy |
+205
| New | +$139K | 0.08% | 121 |
|