Investment Planning Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
1,156
-216
-16% -$68.6K 0.13% 61
2025
Q1
$356K Buy
1,372
+125
+10% +$32.4K 0.14% 56
2024
Q4
$504K Buy
+1,247
New +$504K 0.22% 46