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 |
|