Kellett Wealth 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 | $472K | Sell |
1,487
-293
| -16% | -$93.1K | 0.31% | 38 |
|
|
2025
Q1 | $461K | Sell |
1,780
-14
| -0.8% | -$3.63K | 0.32% | 36 |
|
|
2024
Q4 | $724K | Buy |
1,794
+355
| +25% | +$143K | 0.5% | 27 |
|
|
2024
Q3 | $376K | Hold |
1,439
| – | – | 0.27% | 42 |
|
|
2024
Q2 | $285K | Sell |
1,439
-320
| -18% | -$63.3K | 0.23% | 52 |
|
|
2024
Q1 | $309K | Sell |
1,759
-210
| -11% | -$36.9K | 0.21% | 64 |
|
|
2023
Q4 | $489K | Sell |
1,969
-418
| -18% | -$104K | 0.36% | 43 |
|
|
2023
Q3 | $597K | Buy |
2,387
+60
| +3% | +$15K | 0.51% | 26 |
|
|
2023
Q2 | $609K | Buy |
2,327
+10
| +0.4% | +$2.62K | 0.55% | 24 |
|
|
2023
Q1 | $481K | Buy |
2,317
+110
| +5% | +$22.8K | 0.46% | 26 |
|
|
2022
Q4 | $272K | Buy |
2,207
+50
| +2% | +$6.16K | 0.26% | 40 |
|
|
2022
Q3 | $491K | Buy |
2,157
+15
| +0.7% | +$3.41K | 0.6% | 23 |
|
|
2022
Q2 | $481K | Buy |
2,142
+180
| +9% | +$40.4K | 0.62% | 24 |
|
|
2022
Q1 | $705K | Buy |
1,962
+24
| +1% | +$8.62K | 0.56% | 25 |
|
|
2021
Q4 | $683K | Buy |
+1,938
| New | +$683K | 0.52% | 27 |
|