Cahill Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
+699
| New | +$222K | 0.03% | 261 |
|
|
2025
Q1 | – | Sell |
-694
| Closed | -$280K | – | 270 |
|
|
2024
Q4 | $280K | Sell |
694
-908
| -57% | -$367K | 0.04% | 228 |
|
|
2024
Q3 | $419K | Buy |
1,602
+117
| +8% | +$30.6K | 0.06% | 180 |
|
|
2024
Q2 | $294K | Buy |
1,485
+192
| +15% | +$38K | 0.04% | 214 |
|
|
2024
Q1 | $227K | Buy |
1,293
+241
| +23% | +$42.4K | 0.03% | 245 |
|
|
2023
Q4 | $261K | Buy |
1,052
+31
| +3% | +$7.7K | 0.04% | 214 |
|
|
2023
Q3 | $255K | Sell |
1,021
-63
| -6% | -$15.8K | 0.04% | 213 |
|
|
2023
Q2 | $284K | Buy |
1,084
+77
| +8% | +$20.2K | 0.05% | 200 |
|
|
2023
Q1 | $209K | Buy |
+1,007
| New | +$209K | 0.04% | 226 |
|
|
2022
Q4 | – | Sell |
-969
| Closed | -$257K | – | 230 |
|
|
2022
Q3 | $257K | Buy |
969
+21
| +2% | +$5.57K | 0.05% | 191 |
|
|
2022
Q2 | $213K | Buy |
948
+87
| +10% | +$19.5K | 0.05% | 201 |
|
|
2022
Q1 | $309K | Buy |
861
+24
| +3% | +$8.61K | 0.06% | 186 |
|
|
2021
Q4 | $295K | Buy |
837
+24
| +3% | +$8.46K | 0.06% | 190 |
|
|
2021
Q3 | $210K | Buy |
+813
| New | +$210K | 0.04% | 206 |
|