Keebeck Wealth 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 | $1.75M | Buy |
5,507
+1,633
| +42% | +$519K | 0.23% | 108 |
|
|
2025
Q1 | $1M | Buy |
3,874
+936
| +32% | +$243K | 0.15% | 130 |
|
|
2024
Q4 | $1.19M | Buy |
2,938
+49
| +2% | +$19.8K | 0.17% | 122 |
|
|
2024
Q3 | $756K | Buy |
2,889
+321
| +13% | +$84K | 0.11% | 143 |
|
|
2024
Q2 | $508K | Sell |
2,568
-907
| -26% | -$179K | 0.07% | 175 |
|
|
2024
Q1 | $611K | Sell |
3,475
-386
| -10% | -$67.9K | 0.09% | 168 |
|
|
2023
Q4 | $959K | Buy |
3,861
+826
| +27% | +$205K | 0.16% | 130 |
|
|
2023
Q3 | $759K | Buy |
3,035
+402
| +15% | +$101K | 0.13% | 138 |
|
|
2023
Q2 | $689K | Buy |
2,633
+133
| +5% | +$34.8K | 0.09% | 151 |
|
|
2023
Q1 | $519K | Buy |
2,500
+116
| +5% | +$24.1K | 0.08% | 161 |
|
|
2022
Q4 | $294K | Buy |
2,384
+278
| +13% | +$34.2K | 0.05% | 199 |
|
|
2022
Q3 | $559K | Buy |
2,106
+411
| +24% | +$109K | 0.11% | 139 |
|
|
2022
Q2 | $380K | Buy |
1,695
+525
| +45% | +$118K | 0.07% | 174 |
|
|
2022
Q1 | $420K | Hold |
1,170
| – | – | 0.07% | 172 |
|
|
2021
Q4 | $412K | Hold |
1,170
| – | – | 0.07% | 161 |
|
|
2021
Q3 | $302K | Sell |
1,170
-714
| -38% | -$184K | 0.06% | 179 |
|
|
2021
Q2 | $427K | Buy |
1,884
+573
| +44% | +$130K | 0.06% | 179 |
|
|
2021
Q1 | $292K | Buy |
1,311
+210
| +19% | +$46.8K | 0.05% | 200 |
|
|
2020
Q4 | $259K | Buy |
+1,101
| New | +$259K | 0.05% | 190 |
|
|
2020
Q3 | – | Sell |
-1,170
| Closed | -$84K | – | 342 |
|
|
2020
Q2 | $84K | Buy |
+1,170
| New | +$84K | 0.03% | 188 |
|
|
2020
Q1 | – | Sell |
-1,170
| Closed | -$32K | – | 314 |
|
|
2019
Q4 | $32K | Buy |
+1,170
| New | +$32K | 0.01% | 247 |
|