Avantax Planning Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93M | Buy |
15,518
+904
| +6% | +$287K | 0.16% | 87 |
|
|
2025
Q1 | $3.79M | Buy |
14,614
+161
| +1% | +$41.7K | 0.13% | 93 |
|
|
2024
Q4 | $5.84M | Buy |
14,453
+846
| +6% | +$342K | 0.21% | 75 |
|
|
2024
Q3 | $3.56M | Sell |
13,607
-5,354
| -28% | -$1.4M | 0.13% | 94 |
|
|
2024
Q2 | $3.75M | Sell |
18,961
-329
| -2% | -$65.1K | 0.12% | 101 |
|
|
2024
Q1 | $3.39M | Buy |
19,290
+4,207
| +28% | +$740K | 0.11% | 111 |
|
|
2023
Q4 | $3.75M | Sell |
15,083
-4,759
| -24% | -$1.18M | 0.14% | 77 |
|
|
2023
Q3 | $4.96M | Sell |
19,842
-413
| -2% | -$103K | 0.21% | 61 |
|
|
2023
Q2 | $5.3M | Sell |
20,255
-364
| -2% | -$95.3K | 0.21% | 57 |
|
|
2023
Q1 | $4.28M | Buy |
20,619
+30
| +0.1% | +$6.22K | 0.17% | 66 |
|
|
2022
Q4 | $2.54M | Buy |
20,589
+4,715
| +30% | +$581K | 0.1% | 94 |
|
|
2022
Q3 | $4.21M | Buy |
15,874
+229
| +1% | +$60.7K | 0.19% | 62 |
|
|
2022
Q2 | $3.51M | Buy |
15,645
+3,612
| +30% | +$811K | 0.15% | 74 |
|
|
2022
Q1 | $4.32M | Buy |
12,033
+1,455
| +14% | +$523K | 0.17% | 65 |
|
|
2021
Q4 | $3.73M | Buy |
10,578
+4,026
| +61% | +$1.42M | 0.15% | 66 |
|
|
2021
Q3 | $1.69M | Buy |
6,552
+219
| +3% | +$56.6K | 0.08% | 101 |
|
|
2021
Q2 | $1.44M | Buy |
6,333
+789
| +14% | +$179K | 0.07% | 106 |
|
|
2021
Q1 | $1.23M | Buy |
5,544
+1,041
| +23% | +$232K | 0.06% | 120 |
|
|
2020
Q4 | $1.06M | Sell |
4,503
-207
| -4% | -$48.7K | 0.05% | 122 |
|
|
2020
Q3 | $674K | Sell |
4,710
-1,590
| -25% | -$228K | 0.04% | 156 |
|
|
2020
Q2 | $454K | Sell |
6,300
-285
| -4% | -$20.5K | 0.03% | 179 |
|
|
2020
Q1 | $230K | Buy |
+6,585
| New | +$230K | 0.02% | 237 |
|
|
2018
Q4 | – | Sell |
-6,900
| Closed | -$122K | – | 1118 |
|
|
2018
Q3 | $122K | Buy |
+6,900
| New | +$122K | 0.01% | 310 |
|
|
2018
Q2 | – | Sell |
-7,395
| Closed | -$130K | – | 1375 |
|
|
2018
Q1 | $130K | Buy |
+7,395
| New | +$130K | 0.01% | 359 |
|