Beacon Financial Planning’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Buy |
17,521
+74
| +0.4% | +$23.5K | 3.11% | 8 |
|
|
2025
Q1 | $4.52M | Sell |
17,447
-12
| -0.1% | -$3.11K | 2.6% | 9 |
|
|
2024
Q4 | $7.05M | Buy |
17,459
+201
| +1% | +$81.2K | 4.1% | 7 |
|
|
2024
Q3 | $4.52M | Buy |
17,258
+116
| +0.7% | +$30.3K | 2.79% | 9 |
|
|
2024
Q2 | $3.39M | Hold |
17,142
| – | – | 2.3% | 8 |
|
|
2024
Q1 | $3.01M | Buy |
17,142
+89
| +0.5% | +$15.6K | 2.1% | 9 |
|
|
2023
Q4 | $4.24M | Buy |
17,053
+73
| +0.4% | +$18.1K | 3.32% | 7 |
|
|
2023
Q3 | $4.25M | Hold |
16,980
| – | – | 3.67% | 7 |
|
|
2023
Q2 | $4.44M | Sell |
16,980
-24
| -0.1% | -$6.28K | 3.77% | 7 |
|
|
2023
Q1 | $3.53M | Hold |
17,004
| – | – | 3.3% | 7 |
|
|
2022
Q4 | $2.09M | Buy |
+17,004
| New | +$2.09M | 2.17% | 10 |
|