Gradient Capital Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.17M Sell
2025
Q2
$5.64M Sell
2025
Q1
$4.97M Sell
2024
Q4
$9.7M Buy
2024
Q3
$6.2M Sell
2024
Q2
$4.93M Sell
2024
Q1
$4.56M Sell
2023
Q4
$7.27M Sell
2023
Q3
$7.33M Buy
2023
Q2
$7.64M Buy
2023
Q1
$5.98M Buy
2022
Q4
$3.51M Sell
2022
Q3
$7.95M Buy
2022
Q2
$6.64M Buy
2022
Q1
$10.3M Buy
2021
Q4
$10M Buy
2021
Q3
$7.27M Buy
2021
Q2
$6.08M Buy
2021
Q1
$5.82M Buy
2020
Q4
$6.1M Buy
2020
Q3
$3.46M Buy
2020
Q2
$1.44M Buy
2020
Q1
$441K Buy