Callahan 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 | $329K | Buy |
1,037
+70
| +7% | +$22.2K | 0.03% | 138 |
|
2025
Q1 | $251K | Buy |
967
+132
| +16% | +$34.2K | 0.02% | 146 |
|
2024
Q4 | $337K | Sell |
835
-178
| -18% | -$71.9K | 0.03% | 138 |
|
2024
Q3 | $265K | Sell |
1,013
-120
| -11% | -$31.4K | 0.03% | 129 |
|
2024
Q2 | $224K | Sell |
1,133
-122
| -10% | -$24.1K | 0.02% | 136 |
|
2024
Q1 | $221K | Sell |
1,255
-150
| -11% | -$26.4K | 0.02% | 138 |
|
2023
Q4 | $349K | Buy |
1,405
+30
| +2% | +$7.45K | 0.04% | 115 |
|
2023
Q3 | $344K | Buy |
1,375
+125
| +10% | +$31.3K | 0.04% | 121 |
|
2023
Q2 | $327K | Sell |
1,250
-65
| -5% | -$17K | 0.04% | 119 |
|
2023
Q1 | $273K | Buy |
+1,315
| New | +$273K | 0.04% | 128 |
|
2022
Q4 | – | Sell |
-1,265
| Closed | -$336K | – | 142 |
|
2022
Q3 | $336K | Sell |
1,265
-25
| -2% | -$6.64K | 0.05% | 121 |
|
2022
Q2 | $290K | Buy |
1,290
+60
| +5% | +$13.5K | 0.04% | 129 |
|
2022
Q1 | $442K | Buy |
1,230
+78
| +7% | +$28K | 0.05% | 119 |
|
2021
Q4 | $406K | Hold |
1,152
| – | – | 0.05% | 120 |
|
2021
Q3 | $298K | Hold |
1,152
| – | – | 0.04% | 132 |
|
2021
Q2 | $261K | Hold |
1,152
| – | – | 0.03% | 136 |
|
2021
Q1 | $257K | Sell |
1,152
-150
| -12% | -$33.5K | 0.03% | 129 |
|
2020
Q4 | $306K | Buy |
+1,302
| New | +$306K | 0.04% | 122 |
|