Cornerstone Planning Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$817K Sell
2,648
-158
-6% -$48.8K 0.17% 40
2025
Q1
$704K Buy
2,806
+573
+26% +$144K 0.17% 36
2024
Q4
$887K Sell
2,233
-84
-4% -$33.4K 0.22% 31
2024
Q3
$601K Buy
2,317
+216
+10% +$56.1K 0.16% 35
2024
Q2
$418K Buy
2,101
+256
+14% +$50.9K 0.12% 53
2024
Q1
$334K Buy
1,845
+191
+12% +$34.6K 0.1% 51
2023
Q4
$411K Buy
1,654
+25
+2% +$6.21K 0.14% 49
2023
Q3
$408K Buy
1,629
+64
+4% +$16K 0.16% 54
2023
Q2
$410K Buy
+1,565
New +$410K 0.16% 60
2022
Q4
$212K Buy
+1,670
New +$212K 0.09% 95