Kelleher Financial 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 | $1.66M | Sell |
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|
2025
Q2 | $1.26M | Sell |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $916K | Buy |
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|
2024
Q1 | $750K | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $846K | Buy |
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|
2022
Q4 | $456K | Buy |
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|
2022
Q3 | $838K | Sell |
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|
2022
Q2 | $723K | Buy |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.11M | Hold |
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|
2021
Q3 | $818K | Sell |
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|
2021
Q2 | $721K | Hold |
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|
2021
Q1 | $709K | Sell |
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|
2020
Q4 | $755K | Hold |
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|
2020
Q3 | $459K | Sell |
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|
2020
Q2 | $258K | Buy |
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