Fiduciary 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 | $2.13M | Sell |
6,702
-221
| -3% | -$70.2K | 0.7% | 25 |
|
|
2025
Q1 | $1.79M | Buy |
6,923
+1,454
| +27% | +$377K | 0.59% | 27 |
|
|
2024
Q4 | $2.21M | Buy |
5,469
+4,668
| +583% | +$1.89M | 0.72% | 26 |
|
|
2024
Q3 | $210K | Buy |
+801
| New | +$210K | 0.07% | 61 |
|
|
2021
Q4 | – | Sell |
-2,973
| Closed | -$769K | – | 64 |
|
|
2021
Q3 | $769K | Buy |
+2,973
| New | +$769K | 0.41% | 40 |
|
|
2021
Q2 | – | Sell |
-363
| Closed | -$81K | – | 241 |
|
|
2021
Q1 | $81K | Sell |
363
-24
| -6% | -$5.36K | 0.12% | 59 |
|
|
2020
Q4 | $91K | Buy |
387
+252
| +187% | +$59.3K | 0.13% | 63 |
|
|
2020
Q3 | $19K | Buy |
+135
| New | +$19K | 0.03% | 89 |
|