Falcon Wealth 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 | $3.76M | Sell |
11,836
-1,166
| -9% | -$370K | 0.38% | 30 |
|
|
2025
Q1 | $3.37M | Sell |
13,002
-9,825
| -43% | -$2.55M | 0.37% | 28 |
|
|
2024
Q4 | $9.22M | Buy |
22,827
+13,429
| +143% | +$5.42M | 1.03% | 21 |
|
|
2024
Q3 | $2.46M | Buy |
9,398
+400
| +4% | +$105K | 0.29% | 39 |
|
|
2024
Q2 | $1.78M | Sell |
8,998
-1,381
| -13% | -$273K | 0.23% | 43 |
|
|
2024
Q1 | $1.82M | Buy |
10,379
+2,815
| +37% | +$495K | 0.29% | 43 |
|
|
2023
Q4 | $1.88M | Buy |
7,564
+534
| +8% | +$133K | 0.33% | 39 |
|
|
2023
Q3 | $1.76M | Sell |
7,030
-195
| -3% | -$48.8K | 0.38% | 30 |
|
|
2023
Q2 | $1.89M | Buy |
7,225
+1,042
| +17% | +$273K | 0.42% | 26 |
|
|
2023
Q1 | $1.28M | Buy |
6,183
+1,441
| +30% | +$299K | 0.32% | 30 |
|
|
2022
Q4 | $584K | Buy |
4,742
+699
| +17% | +$86.1K | 0.17% | 47 |
|
|
2022
Q3 | $1.07M | Buy |
4,043
+278
| +7% | +$73.7K | 0.36% | 26 |
|
|
2022
Q2 | $845K | Sell |
3,765
-57
| -1% | -$12.8K | 0.29% | 35 |
|
|
2022
Q1 | $1.37M | Buy |
3,822
+198
| +5% | +$71.1K | 0.43% | 26 |
|
|
2021
Q4 | $1.28M | Buy |
3,624
+1,305
| +56% | +$460K | 0.42% | 28 |
|
|
2021
Q3 | $599K | Buy |
2,319
+237
| +11% | +$61.2K | 0.23% | 38 |
|
|
2021
Q2 | $472K | Buy |
2,082
+27
| +1% | +$6.12K | 0.2% | 43 |
|
|
2021
Q1 | $458K | Buy |
2,055
+75
| +4% | +$16.7K | 0.22% | 40 |
|
|
2020
Q4 | $466K | Buy |
+1,980
| New | +$466K | 0.26% | 38 |
|