Capital Planning Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
4,252
+80
| +2% | +$25.4K | 0.2% | 67 |
|
|
2025
Q1 | $1.08M | Sell |
4,172
-8
| -0.2% | -$2.07K | 0.17% | 75 |
|
|
2024
Q4 | $1.69M | Buy |
4,180
+348
| +9% | +$141K | 0.26% | 61 |
|
|
2024
Q3 | $1M | Buy |
3,832
+1,110
| +41% | +$290K | 0.15% | 76 |
|
|
2024
Q2 | $539K | Sell |
2,722
-315
| -10% | -$62.3K | 0.09% | 93 |
|
|
2024
Q1 | $534K | Sell |
3,037
-4,058
| -57% | -$713K | 0.09% | 98 |
|
|
2023
Q4 | $1.76M | Buy |
7,095
+116
| +2% | +$28.8K | 0.33% | 59 |
|
|
2023
Q3 | $1.75M | Buy |
6,979
+294
| +4% | +$73.6K | 0.36% | 54 |
|
|
2023
Q2 | $1.75M | Buy |
6,685
+335
| +5% | +$87.7K | 0.35% | 56 |
|
|
2023
Q1 | $1.32M | Sell |
6,350
-1,156
| -15% | -$240K | 0.28% | 64 |
|
|
2022
Q4 | $925K | Sell |
7,506
-5,727
| -43% | -$705K | 0.22% | 66 |
|
|
2022
Q3 | $3.51M | Sell |
13,233
-264
| -2% | -$70K | 0.94% | 30 |
|
|
2022
Q2 | $3.03M | Sell |
13,497
-1,251
| -8% | -$281K | 0.8% | 30 |
|
|
2022
Q1 | $5.3M | Buy |
14,748
+132
| +0.9% | +$47.4K | 1.13% | 26 |
|
|
2021
Q4 | $5.15M | Buy |
14,616
+819
| +6% | +$288K | 0.98% | 29 |
|
|
2021
Q3 | $3.57M | Buy |
13,797
+690
| +5% | +$178K | 0.74% | 35 |
|
|
2021
Q2 | $2.97M | Sell |
13,107
-1,302
| -9% | -$295K | 0.61% | 42 |
|
|
2021
Q1 | $3.21M | Buy |
14,409
+7,566
| +111% | +$1.68M | 0.72% | 39 |
|
|
2020
Q4 | $1.61M | Buy |
6,843
+1,002
| +17% | +$236K | 0.4% | 58 |
|
|
2020
Q3 | $835K | Buy |
5,841
+561
| +11% | +$80.2K | 0.23% | 78 |
|
|
2020
Q2 | $380K | Buy |
+5,280
| New | +$380K | 0.11% | 98 |
|