Creative Planning’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273M | Sell |
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|
2025
Q1 | $228M | Buy |
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|
2024
Q4 | $349M | Sell |
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|
2024
Q3 | $222M | Buy |
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|
2024
Q2 | $149M | Buy |
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|
2024
Q1 | $126M | Sell |
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|
2023
Q4 | $178M | Sell |
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|
2023
Q3 | $188M | Sell |
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|
2023
Q2 | $202M | Buy |
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|
2023
Q1 | $160M | Sell |
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|
2022
Q4 | $95.3M | Sell |
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|
2022
Q3 | $207M | Buy |
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|
2022
Q2 | $175M | Buy |
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|
2022
Q1 | $258M | Buy |
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|
2021
Q4 | $247M | Sell |
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|
2021
Q3 | $197M | Buy |
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|
2021
Q2 | $166M | Sell |
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|
2021
Q1 | $244M | Buy |
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|
2020
Q4 | $220M | Buy |
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|
2020
Q3 | $127M | Buy |
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|
2020
Q2 | $57.7M | Sell |
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|
2020
Q1 | $31.1M | Buy |
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|
2019
Q4 | $20.7M | Sell |
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|
2019
Q3 | $15.4M | Sell |
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|
2019
Q2 | $15.5M | Buy |
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|
2019
Q1 | $16.2M | Buy |
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|
2018
Q4 | $17M | Sell |
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|
2018
Q3 | $14.6M | Buy |
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|
2018
Q2 | $17.3M | Sell |
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|
2018
Q1 | $13.7M | Buy |
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|
2017
Q4 | $16M | Buy |
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|
2017
Q3 | $17.4M | Buy |
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|
2017
Q2 | $16.9M | Buy |
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|
2017
Q1 | $7.49M | Sell |
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|
2016
Q4 | $6.13M | Buy |
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|
2016
Q3 | $5.56M | Sell |
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|
2016
Q2 | $6.12M | Buy |
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|
2016
Q1 | $5.88M | Buy |
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|
2015
Q4 | $4.06M | Buy |
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|
2015
Q3 | $3.94M | Sell |
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|
2015
Q2 | $4.38M | Sell |
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|
2015
Q1 | $3.65M | Buy |
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|
2014
Q4 | $3.81M | Buy |
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|
2014
Q3 | $3.34M | Buy |
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|
2014
Q2 | $3.27M | Buy |
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|
2014
Q1 | $2.25M | Buy |
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|
2013
Q4 | $1.28M | Buy |
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|
2013
Q3 | $625K | Sell |
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|
2013
Q2 | $817K | Buy |
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