Capital Planning 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 | $1.93M | Buy |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.69M | Buy |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $539K | Sell |
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|
2024
Q1 | $534K | Sell |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1.75M | Buy |
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|
2023
Q2 | $1.75M | Buy |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $925K | Sell |
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|
2022
Q3 | $3.51M | Sell |
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|
2022
Q2 | $3.03M | Sell |
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|
2022
Q1 | $5.3M | Buy |
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|
2021
Q4 | $5.15M | Buy |
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|
2021
Q3 | $3.57M | Buy |
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|
2021
Q2 | $2.97M | Sell |
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|
2021
Q1 | $3.21M | Buy |
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|
2020
Q4 | $1.61M | Buy |
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|
2020
Q3 | $835K | Buy |
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|
2020
Q2 | $380K | Buy |
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