Kellett Wealth 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 | $639K | Sell |
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|
2025
Q2 | $472K | Sell |
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|
2025
Q1 | $461K | Sell |
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|
2024
Q4 | $724K | Buy |
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|
2024
Q3 | $376K | Hold |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $309K | Sell |
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|
2023
Q4 | $489K | Sell |
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|
2023
Q3 | $597K | Buy |
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|
2023
Q2 | $609K | Buy |
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|
2023
Q1 | $481K | Buy |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $491K | Buy |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $705K | Buy |
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|
2021
Q4 | $683K | Buy |
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