Osterweis Capital Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
750
-35
-4% -$11.1K 0.01% 131
2025
Q1
$203K Buy
785
+285
+57% +$73.9K 0.01% 122
2024
Q4
$202K Hold
500
0.01% 133
2024
Q3
$131K Sell
500
-1,000
-67% -$262K 0.01% 147
2024
Q2
$297K Buy
+1,500
New +$297K 0.02% 120
2022
Q4
Sell
-165
Closed -$44K 261
2022
Q3
$44K Buy
+165
New +$44K ﹤0.01% 166