Capital & Planning LLC’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
1,031
+169
+20% +$53.7K 0.22% 34
2025
Q1
$223K Buy
862
+157
+22% +$40.7K 0.17% 34
2024
Q4
$285K Buy
+705
New +$285K 0.21% 31