Chesley Taft & Associates’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$983K Sell
3,093
-14
-0.5% -$4.45K 0.04% 206
2025
Q1
$805K Buy
3,107
+300
+11% +$77.7K 0.04% 219
2024
Q4
$1.13M Sell
2,807
-360
-11% -$145K 0.05% 191
2024
Q3
$829K Hold
3,167
0.04% 216
2024
Q2
$627K Sell
3,167
-73
-2% -$14.4K 0.03% 229
2024
Q1
$570K Hold
3,240
0.03% 229
2023
Q4
$805K Buy
+3,240
New +$805K 0.05% 202
2023
Q1
Sell
-4,032
Closed -$497K 292
2022
Q4
$497K Sell
4,032
-2,775
-41% -$342K 0.03% 216
2022
Q3
$1.81M Sell
6,807
-252
-4% -$66.9K 0.13% 130
2022
Q2
$1.59M Buy
7,059
+405
+6% +$90.9K 0.11% 139
2022
Q1
$2.19M Buy
6,654
+36
+0.5% +$11.8K 0.13% 128
2021
Q4
$2.33M Buy
6,618
+195
+3% +$68.7K 0.12% 130
2021
Q3
$1.66M Buy
6,423
+183
+3% +$47.3K 0.09% 146
2021
Q2
$1.41M Buy
6,240
+5,370
+617% +$1.22M 0.08% 161
2021
Q1
$200K Buy
+870
New +$200K 0.01% 285