Brown Shipley & Co’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Sell |
16,375
-651
| -4% | -$207K | 2.86% | 11 |
|
|
2025
Q1 | $4.41M | Sell |
17,026
-353
| -2% | -$91.5K | 2.5% | 14 |
|
|
2024
Q4 | $7.02M | Sell |
17,379
-3,844
| -18% | -$1.55M | 3.48% | 10 |
|
|
2024
Q3 | $5.55M | Sell |
21,223
-3,120
| -13% | -$816K | 2.73% | 12 |
|
|
2024
Q2 | $4.82M | Sell |
24,343
-3,879
| -14% | -$768K | 2.17% | 14 |
|
|
2024
Q1 | $4.94M | Buy |
28,222
+780
| +3% | +$137K | 1.55% | 19 |
|
|
2023
Q4 | $6.82M | Buy |
27,442
+109
| +0.4% | +$27.1K | 3.38% | 12 |
|
|
2023
Q3 | $6.84M | Buy |
27,333
+1,103
| +4% | +$276K | 3.77% | 8 |
|
|
2023
Q2 | $6.87M | Sell |
26,230
-4,653
| -15% | -$1.22M | 2.81% | 10 |
|
|
2023
Q1 | $6.24M | Buy |
+30,883
| New | +$6.24M | 4.02% | 6 |
|