Caldwell Trust’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Buy |
2,024
+40
|
|
||||
|
2025
Q1 | $514K | Hold |
1,984
|
|
||||
|
2024
Q4 | $801K | Buy |
1,984
+15
|
|
||||
|
2024
Q3 | $515K | Sell |
1,969
-94
|
|
||||
|
2024
Q2 | $408K | Buy |
2,063
+450
|
|
||||
|
2024
Q1 | $284K | Sell |
1,613
-132
|
|
||||
|
2023
Q4 | $434K | Sell |
1,745
-526
|
|
||||
|
2023
Q3 | $568K | Sell |
2,271
-224
|
|
||||
|
2023
Q2 | $653K | Sell |
2,495
-30
|
|
||||
|
2023
Q1 | $524K | Sell |
2,525
-11
|
|
||||
|
2022
Q4 | $312K | Buy |
2,536
+244
|
|
||||
|
2022
Q3 | $608K | Buy |
2,292
+129
|
|
||||
|
2022
Q2 | $486K | Buy |
2,163
+54
|
|
||||
|
2022
Q1 | $758K | Buy |
2,109
+12
|
|
||||
|
2021
Q4 | $739K | Buy |
2,097
+60
|
|
||||
|
2021
Q3 | $527K | Buy |
2,037
+81
|
|
||||
|
2021
Q2 | $443K | Buy |
1,956
+6
|
|
||||
|
2021
Q1 | $434K | Buy |
1,950
+6
|
|
||||
|
2020
Q4 | $457K | Buy |
1,944
+144
|
|
||||
|
2020
Q3 | $257K | Hold |
1,800
|
|
||||
|
2020
Q2 | $130K | Hold |
1,800
|
|
||||
|
2020
Q1 | $62.9K | Buy |
1,800
+450
|
|
||||
|
2019
Q4 | $37.6K | Buy |
+1,350
|
|