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