Key Client Fiduciary 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 | $5.17M | Buy |
16,282
+2,337
| +17% | +$742K | 2.09% | 11 |
|
|
2025
Q1 | $3.61M | Buy |
13,945
+9,394
| +206% | +$2.43M | 1.64% | 13 |
|
|
2024
Q4 | $1.84M | Buy |
4,551
+322
| +8% | +$130K | 0.81% | 27 |
|
|
2024
Q3 | $1.11M | Sell |
4,229
-1,226
| -22% | -$321K | 0.5% | 47 |
|
|
2024
Q2 | $1.08M | Buy |
5,455
+1,830
| +50% | +$362K | 0.54% | 44 |
|
|
2024
Q1 | $637K | Buy |
3,625
+271
| +8% | +$47.6K | 0.34% | 68 |
|
|
2023
Q4 | $833K | Buy |
3,354
+17
| +0.5% | +$4.23K | 0.48% | 44 |
|
|
2023
Q3 | $835K | Buy |
3,337
+36
| +1% | +$9.01K | 0.51% | 41 |
|
|
2023
Q2 | $864K | Buy |
3,301
+9
| +0.3% | +$2.36K | 0.5% | 46 |
|
|
2023
Q1 | $683K | Buy |
3,292
+153
| +5% | +$31.7K | 0.43% | 52 |
|
|
2022
Q4 | $387K | Buy |
3,139
+1,626
| +107% | +$200K | 0.26% | 88 |
|
|
2022
Q3 | $401K | Buy |
1,513
+91
| +6% | +$24.1K | 0.36% | 58 |
|
|
2022
Q2 | $319K | Sell |
1,422
-363
| -20% | -$81.4K | 0.31% | 73 |
|
|
2022
Q1 | $641K | Sell |
1,785
-417
| -19% | -$150K | 0.51% | 46 |
|
|
2021
Q4 | $776K | Buy |
+2,202
| New | +$776K | 0.64% | 42 |
|