Financial Planning & Information Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $527K | Sell |
2,014
-10
| -0.5% | -$2.62K | 0.07% | 58 |
|
|
2024
Q2 | $401K | Buy |
2,024
+68
| +3% | +$13.5K | 0.06% | 60 |
|
|
2024
Q1 | $344K | Sell |
1,956
-113
| -5% | -$19.9K | 0.05% | 69 |
|
|
2023
Q4 | $514K | Sell |
2,069
-67
| -3% | -$16.6K | 0.08% | 60 |
|
|
2023
Q3 | $534K | Buy |
2,136
+1,340
| +168% | +$335K | 0.1% | 59 |
|
|
2023
Q2 | $208K | Sell |
796
-1,176
| -60% | -$308K | 0.04% | 84 |
|
|
2023
Q1 | $409K | Buy |
1,972
+2
| +0.1% | +$415 | 0.08% | 63 |
|
|
2022
Q4 | $243K | Sell |
1,970
-63
| -3% | -$7.76K | 0.05% | 79 |
|
|
2022
Q3 | $539K | Buy |
2,033
+44
| +2% | +$11.7K | 0.13% | 50 |
|
|
2022
Q2 | $446K | Buy |
1,989
+36
| +2% | +$8.07K | 0.11% | 52 |
|
|
2022
Q1 | $702K | Buy |
1,953
+102
| +6% | +$36.7K | 0.16% | 48 |
|
|
2021
Q4 | $652K | Sell |
1,851
-333
| -15% | -$117K | 0.16% | 49 |
|
|
2021
Q3 | $565K | Buy |
2,184
+318
| +17% | +$82.3K | 0.15% | 48 |
|
|
2021
Q2 | $423K | Hold |
1,866
| – | – | 0.12% | 53 |
|
|
2021
Q1 | $415K | Buy |
1,866
+99
| +6% | +$22K | 0.13% | 51 |
|
|
2020
Q4 | $416K | Hold |
1,767
| – | – | 0.14% | 48 |
|
|
2020
Q3 | $253K | Buy |
+1,767
| New | +$253K | 0.1% | 56 |
|