Key Client Fiduciary 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
$7.5M Buy
2025
Q2
$5.17M Buy
2025
Q1
$3.61M Buy
2024
Q4
$1.84M Buy
2024
Q3
$1.11M Sell
2024
Q2
$1.08M Buy
2024
Q1
$637K Buy
2023
Q4
$833K Buy
2023
Q3
$835K Buy
2023
Q2
$864K Buy
2023
Q1
$683K Buy
2022
Q4
$387K Buy
2022
Q3
$401K Buy
2022
Q2
$319K Sell
2022
Q1
$641K Sell
2021
Q4
$776K Buy