Center for 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 | $1.04M | Buy |
3,284
+210
| +7% | +$66.7K | 0.12% | 62 |
|
|
2025
Q1 | $797K | Buy |
3,074
+46
| +2% | +$11.9K | 0.1% | 67 |
|
|
2024
Q4 | $1.22M | Sell |
3,028
-364
| -11% | -$147K | 0.16% | 52 |
|
|
2024
Q3 | $887K | Buy |
3,392
+2
| +0.1% | +$523 | 0.12% | 58 |
|
|
2024
Q2 | $671K | Hold |
3,390
| – | – | 0.1% | 74 |
|
|
2024
Q1 | $596K | Hold |
3,390
| – | – | 0.09% | 78 |
|
|
2023
Q4 | $842K | Hold |
3,390
| – | – | 0.15% | 60 |
|
|
2023
Q3 | $848K | Sell |
3,390
-40
| -1% | -$10K | 0.18% | 52 |
|
|
2023
Q2 | $898K | Hold |
3,430
| – | – | 0.19% | 54 |
|
|
2023
Q1 | $712K | Buy |
3,430
+40
| +1% | +$8.3K | 0.16% | 61 |
|
|
2022
Q4 | $418K | Sell |
3,390
-90
| -3% | -$11.1K | 0.1% | 83 |
|
|
2022
Q3 | $923K | Buy |
3,480
+60
| +2% | +$15.9K | 0.25% | 50 |
|
|
2022
Q2 | $768K | Hold |
3,420
| – | – | 0.2% | 58 |
|
|
2022
Q1 | $1.23M | Hold |
3,420
| – | – | 0.25% | 43 |
|
|
2021
Q4 | $1.21M | Hold |
3,420
| – | – | 0.25% | 45 |
|
|
2021
Q3 | $884K | Sell |
3,420
-75
| -2% | -$19.4K | 0.22% | 54 |
|
|
2021
Q2 | $792K | Sell |
3,495
-150
| -4% | -$34K | 0.19% | 61 |
|
|
2021
Q1 | $812K | Buy |
3,645
+150
| +4% | +$33.4K | 0.21% | 56 |
|
|
2020
Q4 | $822K | Buy |
3,495
+30
| +0.9% | +$7.06K | 0.23% | 47 |
|
|
2020
Q3 | $496K | Buy |
3,465
+315
| +10% | +$45.1K | 0.16% | 68 |
|
|
2020
Q2 | $227K | Sell |
3,150
-750
| -19% | -$54K | 0.08% | 100 |
|
|
2020
Q1 | $136K | Hold |
3,900
| – | – | 0.05% | 121 |
|
|
2019
Q4 | $109K | Buy |
+3,900
| New | +$109K | 0.03% | 136 |
|