Comprehensive 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
$1.02M Buy
3,214
+461
+17% +$146K 0.8% 32
2025
Q1
$713K Sell
2,753
-617
-18% -$160K 0.69% 36
2024
Q4
$1.36M Buy
+3,370
New +$1.36M 1.15% 23