Intrepid Financial Planning Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $355K | Buy |
1,118
+35
| +3% | +$11.1K | 0.15% | 85 |
|
2025
Q1 | $281K | Sell |
1,083
-70
| -6% | -$18.1K | 0.13% | 96 |
|
2024
Q4 | $466K | Sell |
1,153
-69
| -6% | -$27.9K | 0.2% | 76 |
|
2024
Q3 | $320K | Buy |
1,222
+94
| +8% | +$24.6K | 0.14% | 91 |
|
2024
Q2 | $223K | Buy |
+1,128
| New | +$223K | 0.1% | 110 |
|
2024
Q1 | – | Sell |
-1,122
| Closed | -$279K | – | 133 |
|
2023
Q4 | $279K | Hold |
1,122
| – | – | 0.13% | 95 |
|
2023
Q3 | $281K | Hold |
1,122
| – | – | 0.15% | 87 |
|
2023
Q2 | $294K | Buy |
1,122
+50
| +5% | +$13.1K | 0.14% | 90 |
|
2023
Q1 | $222K | Buy |
+1,072
| New | +$222K | 0.11% | 99 |
|
2022
Q4 | – | Sell |
-822
| Closed | -$218K | – | 122 |
|
2022
Q3 | $218K | Buy |
+822
| New | +$218K | 0.12% | 90 |
|