Geller Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.44M | Sell |
8,507
-1,509
| -15% | -$609K | 0.23% | 30 |
|
|
2024
Q3 | $2.62M | Buy |
10,016
+1,109
| +12% | +$290K | 0.18% | 36 |
|
|
2024
Q2 | $1.76M | Buy |
8,907
+2,072
| +30% | +$410K | 0.13% | 43 |
|
|
2024
Q1 | $1.2M | Buy |
6,835
+1,291
| +23% | +$227K | 0.1% | 62 |
|
|
2023
Q4 | $1.38M | Buy |
5,544
+391
| +8% | +$97.2K | 0.13% | 47 |
|
|
2023
Q3 | $1.29M | Sell |
5,153
-916
| -15% | -$229K | 0.15% | 37 |
|
|
2023
Q2 | $1.59M | Buy |
6,069
+2,795
| +85% | +$732K | 0.2% | 30 |
|
|
2023
Q1 | $679K | Buy |
3,274
+1,514
| +86% | +$314K | 0.1% | 46 |
|
|
2022
Q4 | $217K | Sell |
1,760
-587
| -25% | -$72.3K | 0.04% | 143 |
|
|
2022
Q3 | $623K | Sell |
2,347
-662
| -22% | -$176K | 0.14% | 36 |
|
|
2022
Q2 | $675K | Buy |
3,009
+90
| +3% | +$20.2K | 0.14% | 41 |
|
|
2022
Q1 | $1.05M | Sell |
2,919
-165
| -5% | -$59.3K | 0.2% | 28 |
|
|
2021
Q4 | $1.09M | Buy |
3,084
+141
| +5% | +$49.7K | 0.21% | 28 |
|
|
2021
Q3 | $761K | Buy |
2,943
+243
| +9% | +$62.8K | 0.17% | 37 |
|
|
2021
Q2 | $612K | Buy |
2,700
+93
| +4% | +$21.1K | 0.13% | 41 |
|
|
2021
Q1 | $580K | Buy |
2,607
+2,082
| +397% | +$463K | 0.14% | 38 |
|
|
2020
Q4 | $586K | Buy |
+525
| New | +$586K | 0.15% | 34 |
|