Gradient Capital 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 | $5.64M | Sell |
17,747
-1,445
| -8% | -$459K | 1.67% | 18 |
|
|
2025
Q1 | $4.97M | Sell |
19,192
-4,836
| -20% | -$1.25M | 1.62% | 18 |
|
|
2024
Q4 | $9.7M | Buy |
24,028
+347
| +1% | +$140K | 3.13% | 5 |
|
|
2024
Q3 | $6.2M | Sell |
23,681
-1,233
| -5% | -$323K | 2.05% | 13 |
|
|
2024
Q2 | $4.93M | Sell |
24,914
-1,010
| -4% | -$200K | 1.76% | 16 |
|
|
2024
Q1 | $4.56M | Sell |
25,924
-3,330
| -11% | -$585K | 1.67% | 18 |
|
|
2023
Q4 | $7.27M | Sell |
29,254
-34
| -0.1% | -$8.45K | 2.77% | 8 |
|
|
2023
Q3 | $7.33M | Buy |
29,288
+83
| +0.3% | +$20.8K | 3.06% | 5 |
|
|
2023
Q2 | $7.64M | Buy |
29,205
+392
| +1% | +$103K | 3.07% | 5 |
|
|
2023
Q1 | $5.98M | Buy |
28,813
+322
| +1% | +$66.8K | 2.54% | 11 |
|
|
2022
Q4 | $3.51M | Sell |
28,491
-1,460
| -5% | -$180K | 1.59% | 14 |
|
|
2022
Q3 | $7.95M | Buy |
29,951
+359
| +1% | +$95.2K | 3.79% | 4 |
|
|
2022
Q2 | $6.64M | Buy |
29,592
+876
| +3% | +$197K | 3.19% | 7 |
|
|
2022
Q1 | $10.3M | Buy |
28,716
+309
| +1% | +$111K | 4.37% | 5 |
|
|
2021
Q4 | $10M | Buy |
28,407
+285
| +1% | +$100K | 4.17% | 5 |
|
|
2021
Q3 | $7.27M | Buy |
28,122
+1,290
| +5% | +$333K | 3.33% | 6 |
|
|
2021
Q2 | $6.08M | Buy |
26,832
+696
| +3% | +$158K | 2.85% | 7 |
|
|
2021
Q1 | $5.82M | Buy |
26,136
+198
| +0.8% | +$44.1K | 3.08% | 6 |
|
|
2020
Q4 | $6.1M | Buy |
25,938
+1,764
| +7% | +$415K | 3.48% | 6 |
|
|
2020
Q3 | $3.46M | Buy |
24,174
+4,119
| +21% | +$589K | 2.16% | 9 |
|
|
2020
Q2 | $1.44M | Buy |
20,055
+7,425
| +59% | +$535K | 0.98% | 30 |
|
|
2020
Q1 | $441K | Buy |
+12,630
| New | +$441K | 0.36% | 60 |
|