Kelleher Financial 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 | $1.26M | Sell |
3,958
-43
| -1% | -$13.7K | 0.44% | 36 |
|
|
2025
Q1 | $1.04M | Sell |
4,001
-1,120
| -22% | -$290K | 0.41% | 37 |
|
|
2024
Q4 | $2.07M | Buy |
5,121
+819
| +19% | +$331K | 0.78% | 20 |
|
|
2024
Q3 | $1.13M | Sell |
4,302
-325
| -7% | -$85K | 0.43% | 31 |
|
|
2024
Q2 | $916K | Buy |
4,627
+359
| +8% | +$71K | 0.38% | 35 |
|
|
2024
Q1 | $750K | Buy |
4,268
+17
| +0.4% | +$2.99K | 0.31% | 49 |
|
|
2023
Q4 | $1.06M | Buy |
4,251
+16
| +0.4% | +$3.98K | 0.5% | 28 |
|
|
2023
Q3 | $1.06M | Sell |
4,235
-75
| -2% | -$18.8K | 0.54% | 28 |
|
|
2023
Q2 | $1.13M | Buy |
4,310
+232
| +6% | +$60.7K | 0.65% | 24 |
|
|
2023
Q1 | $846K | Buy |
4,078
+374
| +10% | +$77.6K | 0.56% | 32 |
|
|
2022
Q4 | $456K | Buy |
3,704
+542
| +17% | +$66.8K | 0.34% | 58 |
|
|
2022
Q3 | $838K | Sell |
3,162
-60
| -2% | -$15.9K | 0.6% | 34 |
|
|
2022
Q2 | $723K | Buy |
3,222
+60
| +2% | +$13.5K | 0.33% | 58 |
|
|
2022
Q1 | $1.14M | Sell |
3,162
-3
| -0.1% | -$1.08K | 0.63% | 30 |
|
|
2021
Q4 | $1.11M | Hold |
3,165
| – | – | 0.59% | 31 |
|
|
2021
Q3 | $818K | Sell |
3,165
-21
| -0.7% | -$5.43K | 0.36% | 64 |
|
|
2021
Q2 | $721K | Hold |
3,186
| – | – | 0.41% | 52 |
|
|
2021
Q1 | $709K | Sell |
3,186
-24
| -0.7% | -$5.34K | 0.46% | 49 |
|
|
2020
Q4 | $755K | Hold |
3,210
| – | – | 0.57% | 38 |
|
|
2020
Q3 | $459K | Sell |
3,210
-375
| -10% | -$53.6K | 0.38% | 59 |
|
|
2020
Q2 | $258K | Buy |
+3,585
| New | +$258K | 0.25% | 77 |
|