Creative Planning’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273M | Sell |
858,358
-20,432
| -2% | -$6.49M | 0.23% | 51 |
|
|
2025
Q1 | $228M | Buy |
878,790
+15,386
| +2% | +$3.99M | 0.21% | 52 |
|
|
2024
Q4 | $349M | Sell |
863,404
-33,080
| -4% | -$13.4M | 0.34% | 43 |
|
|
2024
Q3 | $222M | Buy |
896,484
+144,139
| +19% | +$35.6M | 0.22% | 54 |
|
|
2024
Q2 | $149M | Buy |
752,345
+37,777
| +5% | +$7.48M | 0.16% | 66 |
|
|
2024
Q1 | $126M | Sell |
714,568
-1,615
| -0.2% | -$284K | 0.14% | 71 |
|
|
2023
Q4 | $178M | Sell |
716,183
-34,154
| -5% | -$8.49M | 0.33% | 50 |
|
|
2023
Q3 | $188M | Sell |
750,337
-21,478
| -3% | -$5.37M | 0.25% | 53 |
|
|
2023
Q2 | $202M | Buy |
771,815
+2,762
| +0.4% | +$723K | 0.27% | 48 |
|
|
2023
Q1 | $160M | Sell |
769,053
-4,613
| -0.6% | -$957K | 0.23% | 52 |
|
|
2022
Q4 | $95.3M | Sell |
773,666
-5,155
| -0.7% | -$635K | 0.14% | 74 |
|
|
2022
Q3 | $207M | Buy |
778,821
+519,454
| +200% | +$138M | 0.36% | 40 |
|
|
2022
Q2 | $175M | Buy |
259,367
+19,667
| +8% | +$13.2M | 0.29% | 44 |
|
|
2022
Q1 | $258M | Buy |
239,700
+6,285
| +3% | +$6.77M | 0.4% | 37 |
|
|
2021
Q4 | $247M | Sell |
233,415
-20,971
| -8% | -$22.2M | 0.4% | 40 |
|
|
2021
Q3 | $197M | Buy |
254,386
+9,819
| +4% | +$7.61M | 0.35% | 40 |
|
|
2021
Q2 | $166M | Sell |
244,567
-121,184
| -33% | -$82.4M | 0.3% | 45 |
|
|
2021
Q1 | $244M | Buy |
365,751
+53,988
| +17% | +$36.1M | 0.49% | 35 |
|
|
2020
Q4 | $220M | Buy |
311,763
+16,226
| +5% | +$11.5M | 0.48% | 35 |
|
|
2020
Q3 | $127M | Buy |
295,537
+242,146
| +454% | +$104M | 0.33% | 41 |
|
|
2020
Q2 | $57.7M | Sell |
53,391
-5,973
| -10% | -$6.45M | 0.17% | 58 |
|
|
2020
Q1 | $31.1M | Buy |
59,364
+9,910
| +20% | +$5.19M | 0.11% | 76 |
|
|
2019
Q4 | $20.7M | Sell |
49,454
-14,676
| -23% | -$6.14M | 0.06% | 122 |
|
|
2019
Q3 | $15.4M | Sell |
64,130
-5,192
| -7% | -$1.25M | 0.05% | 136 |
|
|
2019
Q2 | $15.5M | Buy |
69,322
+11,300
| +19% | +$2.53M | 0.05% | 133 |
|
|
2019
Q1 | $16.2M | Buy |
58,022
+6,996
| +14% | +$1.96M | 0.06% | 121 |
|
|
2018
Q4 | $17M | Sell |
51,026
-4,153
| -8% | -$1.38M | 0.07% | 103 |
|
|
2018
Q3 | $14.6M | Buy |
55,179
+4,633
| +9% | +$1.23M | 0.05% | 130 |
|
|
2018
Q2 | $17.3M | Sell |
50,546
-1,041
| -2% | -$357K | 0.07% | 102 |
|
|
2018
Q1 | $13.7M | Buy |
51,587
+305
| +0.6% | +$81.2K | 0.06% | 120 |
|
|
2017
Q4 | $16M | Buy |
51,282
+295
| +0.6% | +$91.9K | 0.07% | 109 |
|
|
2017
Q3 | $17.4M | Buy |
50,987
+4,296
| +9% | +$1.47M | 0.08% | 102 |
|
|
2017
Q2 | $16.9M | Buy |
46,691
+19,763
| +73% | +$7.15M | 0.09% | 93 |
|
|
2017
Q1 | $7.49M | Sell |
26,928
-1,781
| -6% | -$496K | 0.04% | 167 |
|
|
2016
Q4 | $6.14M | Buy |
28,709
+1,467
| +5% | +$313K | 0.04% | 184 |
|
|
2016
Q3 | $5.56M | Sell |
27,242
-1,578
| -5% | -$322K | 0.04% | 183 |
|
|
2016
Q2 | $6.12M | Buy |
28,820
+3,240
| +13% | +$688K | 0.04% | 153 |
|
|
2016
Q1 | $5.88M | Buy |
25,580
+8,666
| +51% | +$1.99M | 0.05% | 147 |
|
|
2015
Q4 | $4.06M | Buy |
16,914
+1,044
| +7% | +$251K | 0.03% | 194 |
|
|
2015
Q3 | $3.94M | Sell |
15,870
-443
| -3% | -$110K | 0.03% | 183 |
|
|
2015
Q2 | $4.38M | Sell |
16,313
-3,012
| -16% | -$808K | 0.04% | 166 |
|
|
2015
Q1 | $3.65M | Buy |
19,325
+2,204
| +13% | +$416K | 0.03% | 182 |
|
|
2014
Q4 | $3.81M | Buy |
17,121
+3,366
| +24% | +$749K | 0.04% | 167 |
|
|
2014
Q3 | $3.34M | Buy |
13,755
+119
| +0.9% | +$28.9K | 0.04% | 170 |
|
|
2014
Q2 | $3.27M | Buy |
13,636
+2,839
| +26% | +$681K | 0.04% | 160 |
|
|
2014
Q1 | $2.25M | Buy |
10,797
+2,279
| +27% | +$475K | 0.03% | 180 |
|
|
2013
Q4 | $1.28M | Buy |
8,518
+5,288
| +164% | +$795K | 0.02% | 256 |
|
|
2013
Q3 | $625K | Sell |
3,230
-4,378
| -58% | -$847K | 0.01% | 382 |
|
|
2013
Q2 | $817K | Buy |
+7,608
| New | +$817K | 0.02% | 281 |
|