Caldwell Trust’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $417K | Sell |
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|
2025
Q2 | $643K | Buy |
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|
2025
Q1 | $514K | Hold |
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|
2024
Q4 | $801K | Buy |
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|
2024
Q3 | $515K | Sell |
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|
2024
Q2 | $408K | Buy |
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|
2024
Q1 | $284K | Sell |
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|
2023
Q4 | $434K | Sell |
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|
2023
Q3 | $568K | Sell |
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|
2023
Q2 | $653K | Sell |
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|
2023
Q1 | $524K | Sell |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | $608K | Buy |
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|
2022
Q2 | $486K | Buy |
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|
2022
Q1 | $758K | Buy |
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|
2021
Q4 | $739K | Buy |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $443K | Buy |
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|
2021
Q1 | $434K | Buy |
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|
2020
Q4 | $457K | Buy |
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|
2020
Q3 | $257K | Hold |
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|
2020
Q2 | $130K | Hold |
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|
2020
Q1 | $62.9K | Buy |
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|
2019
Q4 | $37.6K | Buy |
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