Capital Wealth 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 | $2.1M | Buy |
6,611
+1,834
| +38% | +$583K | 0.02% | 87 |
|
2025
Q1 | $1.24M | Buy |
4,777
+1,843
| +63% | +$478K | 0.01% | 95 |
|
2024
Q4 | $1.18M | Sell |
2,934
-1,256
| -30% | -$507K | 0.01% | 92 |
|
2024
Q3 | $1.1M | Buy |
4,190
+1,822
| +77% | +$477K | 0.01% | 90 |
|
2024
Q2 | $469K | Buy |
+2,368
| New | +$469K | ﹤0.01% | 107 |
|
2024
Q1 | – | Sell |
-2,686
| Closed | -$667K | – | 163 |
|
2023
Q4 | $667K | Sell |
2,686
-283
| -10% | -$70.3K | 0.01% | 103 |
|
2023
Q3 | $743K | Buy |
+2,969
| New | +$743K | 0.01% | 80 |
|