Welch & Forbes’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
5,260
+99
| +2% | +$31.4K | 0.02% | 190 |
|
|
2025
Q1 | $1.34M | Buy |
5,161
+218
| +4% | +$56.5K | 0.02% | 207 |
|
|
2024
Q4 | $2M | Sell |
4,943
-4,208
| -46% | -$1.7M | 0.03% | 185 |
|
|
2024
Q3 | $2.39M | Buy |
9,151
+141
| +2% | +$36.9K | 0.03% | 176 |
|
|
2024
Q2 | $1.79M | Sell |
9,010
-602
| -6% | -$120K | 0.02% | 190 |
|
|
2024
Q1 | $1.69M | Buy |
9,612
+794
| +9% | +$140K | 0.02% | 197 |
|
|
2023
Q4 | $2.19M | Sell |
8,818
-10
| -0.1% | -$2.49K | 0.03% | 180 |
|
|
2023
Q3 | $2.21M | Buy |
8,828
+95
| +1% | +$23.8K | 0.04% | 172 |
|
|
2023
Q2 | $2.29M | Buy |
8,733
+826
| +10% | +$216K | 0.04% | 173 |
|
|
2023
Q1 | $1.64M | Sell |
7,907
-773
| -9% | -$160K | 0.03% | 186 |
|
|
2022
Q4 | $1.07M | Sell |
8,680
-56
| -0.6% | -$6.9K | 0.02% | 223 |
|
|
2022
Q3 | $2.32M | Buy |
8,736
+228
| +3% | +$60.5K | 0.05% | 161 |
|
|
2022
Q2 | $1.91M | Buy |
8,508
+4,311
| +103% | +$968K | 0.03% | 181 |
|
|
2022
Q1 | $1.51M | Sell |
4,197
-177
| -4% | -$63.6K | 0.02% | 197 |
|
|
2021
Q4 | $1.54M | Buy |
4,374
+309
| +8% | +$109K | 0.02% | 201 |
|
|
2021
Q3 | $1.05M | Hold |
4,065
| – | – | 0.02% | 221 |
|
|
2021
Q2 | $921K | Hold |
4,065
| – | – | 0.02% | 233 |
|
|
2021
Q1 | $905K | Buy |
4,065
+534
| +15% | +$119K | 0.02% | 224 |
|
|
2020
Q4 | $830K | Buy |
3,531
+81
| +2% | +$19K | 0.02% | 228 |
|
|
2020
Q3 | $493K | Hold |
3,450
| – | – | 0.01% | 249 |
|
|
2020
Q2 | $249K | Buy |
+3,450
| New | +$249K | 0.01% | 323 |
|