Axim Planning & Wealth’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$665K Buy
2,094
+278
+15% +$88.3K 0.61% 13
2025
Q1
$471K Buy
1,816
+751
+71% +$195K 0.42% 9
2024
Q4
$430K Sell
1,065
-246
-19% -$99.3K 0.46% 12
2024
Q3
$343K Buy
+1,311
New +$343K 0.39% 15
2024
Q2
Sell
-1,225
Closed -$215K 31
2024
Q1
$215K Buy
+1,225
New +$215K 0.17% 19
2022
Q4
Sell
-390
Closed -$103K 152
2022
Q3
$103K Hold
390
0.1% 30
2022
Q2
$88K Buy
+390
New +$88K 0.07% 27