Brio Consultants’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
+798
| New | +$253K | 0.04% | 114 |
|
|
2025
Q1 | – | Sell |
-753
| Closed | -$304K | – | 122 |
|
|
2024
Q4 | $304K | Buy |
+753
| New | +$304K | 0.05% | 94 |
|
|
2023
Q1 | – | Sell |
-1,848
| Closed | -$228K | – | 94 |
|
|
2022
Q4 | $228K | Buy |
1,848
+150
| +9% | +$18.5K | 0.05% | 84 |
|
|
2022
Q3 | $359K | Hold |
1,698
| – | – | 0.08% | 78 |
|
|
2022
Q2 | $402K | Hold |
1,698
| – | – | 0.09% | 61 |
|
|
2022
Q1 | $610K | Hold |
1,698
| – | – | 0.13% | 47 |
|
|
2021
Q4 | $598K | Sell |
1,698
-1,407
| -45% | -$496K | 0.14% | 42 |
|
|
2021
Q3 | $803K | Buy |
3,105
+81
| +3% | +$20.9K | 0.19% | 44 |
|
|
2021
Q2 | $685K | Sell |
3,024
-6
| -0.2% | -$1.36K | 0.18% | 43 |
|
|
2021
Q1 | $675K | Hold |
3,030
| – | – | 0.2% | 40 |
|
|
2020
Q4 | $713K | Sell |
3,030
-60
| -2% | -$14.1K | 0.23% | 37 |
|
|
2020
Q3 | $442K | Sell |
3,090
-195
| -6% | -$27.9K | 0.13% | 48 |
|
|
2020
Q2 | $236K | Buy |
+3,285
| New | +$236K | 0.08% | 61 |
|