Gallagher Fiduciary 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
$2.09M Buy
6,584
+124
+2% +$39.4K 0.08% 46
2025
Q1
$1.67M Sell
6,460
-429
-6% -$111K 0.06% 65
2024
Q4
$2.78M Buy
6,889
+283
+4% +$114K 0.54% 30
2024
Q3
$1.73M Sell
6,606
-59
-0.9% -$15.4K 0.35% 36
2024
Q2
$1.32M Sell
6,665
-334
-5% -$66.1K 0.3% 39
2024
Q1
$1.23M Sell
6,999
-265
-4% -$46.6K 0.04% 50
2023
Q4
$1.8M Buy
7,264
+2,045
+39% +$508K 0.06% 36
2023
Q3
$1.31M Buy
5,219
+396
+8% +$99.1K 0.11% 38
2023
Q2
$1.26M Buy
4,823
+60
+1% +$15.7K 0.1% 50
2023
Q1
$988K Buy
+4,763
New +$988K 0.08% 63