BSW Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Sell |
2,724
-178
| -6% | -$56.5K | 0.12% | 103 |
|
|
2025
Q1 | $752K | Sell |
2,902
-757
| -21% | -$196K | 0.11% | 106 |
|
|
2024
Q4 | $1.48M | Buy |
3,659
+461
| +14% | +$186K | 0.22% | 60 |
|
|
2024
Q3 | $837K | Sell |
3,198
-5
| -0.2% | -$1.31K | 0.13% | 88 |
|
|
2024
Q2 | $634K | Sell |
3,203
-366
| -10% | -$72.4K | 0.1% | 110 |
|
|
2024
Q1 | $627K | Buy |
3,569
+151
| +4% | +$26.5K | 0.11% | 114 |
|
|
2023
Q4 | $849K | Sell |
3,418
-2
| -0.1% | -$497 | 0.17% | 80 |
|
|
2023
Q3 | $856K | Sell |
3,420
-458
| -12% | -$115K | 0.19% | 71 |
|
|
2023
Q2 | $1.02M | Buy |
3,878
+170
| +5% | +$44.5K | 0.21% | 64 |
|
|
2023
Q1 | $769K | Sell |
3,708
-591
| -14% | -$123K | 0.16% | 94 |
|
|
2022
Q4 | $530K | Sell |
4,299
-525
| -11% | -$64.7K | 0.11% | 129 |
|
|
2022
Q3 | $1.28M | Sell |
4,824
-42
| -0.9% | -$11.1K | 0.31% | 40 |
|
|
2022
Q2 | $1.09M | Buy |
4,866
+195
| +4% | +$43.8K | 0.26% | 51 |
|
|
2022
Q1 | $1.68M | Buy |
4,671
+291
| +7% | +$105K | 0.42% | 32 |
|
|
2021
Q4 | $1.54M | Buy |
4,380
+786
| +22% | +$277K | 0.39% | 37 |
|
|
2021
Q3 | $929K | Sell |
3,594
-420
| -10% | -$109K | 0.26% | 54 |
|
|
2021
Q2 | $909K | Buy |
4,014
+255
| +7% | +$57.7K | 0.25% | 58 |
|
|
2021
Q1 | $837K | Sell |
3,759
-1,044
| -22% | -$232K | 0.24% | 54 |
|
|
2020
Q4 | $1.13M | Buy |
4,803
+903
| +23% | +$212K | 0.35% | 35 |
|
|
2020
Q3 | $558K | Buy |
3,900
+915
| +31% | +$131K | 0.21% | 59 |
|
|
2020
Q2 | $215K | Buy |
+2,985
| New | +$215K | 0.07% | 129 |
|
|
2019
Q4 | – | Sell |
-3,030
| Closed | -$49K | – | 154 |
|
|
2019
Q3 | $49K | Buy |
3,030
+150
| +5% | +$2.43K | 0.02% | 122 |
|
|
2019
Q2 | $43K | Buy |
+2,880
| New | +$43K | 0.02% | 128 |
|