Columbia Asset Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$493K Sell
1,551
-304
-16% -$96.6K 0.1% 117
2025
Q1
$481K Sell
1,855
-486
-21% -$126K 0.09% 114
2024
Q4
$945K Sell
2,341
-140
-6% -$56.5K 0.17% 89
2024
Q3
$649K Sell
2,481
-1,055
-30% -$276K 0.11% 111
2024
Q2
$700K Buy
3,536
+345
+11% +$68.3K 0.13% 101
2024
Q1
$793K Sell
3,191
-25
-0.8% -$6.21K 0.16% 93
2023
Q4
$799K Sell
3,216
-29
-0.9% -$7.21K 0.16% 92
2023
Q3
$812K Buy
3,245
+21
+0.7% +$5.26K 0.18% 86
2023
Q2
$844K Buy
+3,224
New +$844K 0.18% 89
2022
Q4
Sell
-1,202
Closed -$319K 181
2022
Q3
$319K Buy
1,202
+164
+16% +$43.5K 0.08% 133
2022
Q2
$233K Buy
+1,038
New +$233K 0.06% 153
2021
Q4
$334K Sell
948
-51
-5% -$18K 0.07% 153
2021
Q3
$258K Sell
999
-105
-10% -$27.1K 0.06% 163
2021
Q2
$250K Sell
1,104
-150
-12% -$34K 0.06% 165
2021
Q1
$279K Buy
1,254
+45
+4% +$10K 0.05% 158
2020
Q4
$284K Buy
+1,209
New +$284K 0.06% 153