Holistic Financial Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
4,001
+98
| +3% | +$31.1K | 0.56% | 32 |
|
|
2025
Q1 | $1.01M | Sell |
3,903
-130
| -3% | -$33.7K | 0.49% | 28 |
|
|
2024
Q4 | $1.63M | Sell |
4,033
-22
| -0.5% | -$8.88K | 0.81% | 23 |
|
|
2024
Q3 | $1.06M | Buy |
4,055
+40
| +1% | +$10.5K | 0.51% | 29 |
|
|
2024
Q2 | $794K | Sell |
4,015
-53
| -1% | -$10.5K | 0.4% | 34 |
|
|
2024
Q1 | $715K | Buy |
4,068
+198
| +5% | +$34.8K | 0.36% | 37 |
|
|
2023
Q4 | $962K | Sell |
3,870
-2,156
| -36% | -$536K | 0.58% | 28 |
|
|
2023
Q3 | $1.51M | Buy |
6,026
+88
| +1% | +$22K | 1% | 20 |
|
|
2023
Q2 | $1.55M | Buy |
5,938
+160
| +3% | +$41.9K | 1.08% | 18 |
|
|
2023
Q1 | $1.2M | Buy |
5,778
+380
| +7% | +$78.8K | 0.94% | 20 |
|
|
2022
Q4 | $665K | Buy |
5,398
+3
| +0.1% | +$370 | 0.6% | 23 |
|
|
2022
Q3 | $1.43M | Buy |
5,395
+2,149
| +66% | +$570K | 1.42% | 12 |
|
|
2022
Q2 | $729K | Sell |
3,246
-3,045
| -48% | -$684K | 0.69% | 21 |
|
|
2022
Q1 | $2.26M | Buy |
6,291
+357
| +6% | +$128K | 1.44% | 15 |
|
|
2021
Q4 | $2.09M | Sell |
5,934
-138
| -2% | -$48.6K | 1.21% | 16 |
|
|
2021
Q3 | $1.57M | Sell |
6,072
-576
| -9% | -$149K | 0.97% | 17 |
|
|
2021
Q2 | $1.51M | Buy |
6,648
+78
| +1% | +$17.7K | 0.9% | 17 |
|
|
2021
Q1 | $1.46M | Buy |
6,570
+546
| +9% | +$122K | 0.97% | 16 |
|
|
2020
Q4 | $1.42M | Buy |
6,024
+459
| +8% | +$108K | 0.98% | 15 |
|
|
2020
Q3 | $797K | Buy |
5,565
+2,520
| +83% | +$361K | 0.64% | 24 |
|
|
2020
Q2 | $219K | Buy |
+3,045
| New | +$219K | 0.19% | 70 |
|
|
2018
Q2 | – | Sell |
-450
| Closed | -$8K | – | 342 |
|
|
2018
Q1 | $8K | Sell |
450
-840
| -65% | -$14.9K | 0.01% | 339 |
|
|
2017
Q4 | $27K | Buy |
+1,290
| New | +$27K | 0.02% | 257 |
|