Investments & Financial Planning LLC’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Hold |
5,557
| – | – | 1.02% | 12 |
|
|
2025
Q1 | $1.44M | Buy |
5,557
+46
| +0.8% | +$11.9K | 0.94% | 14 |
|
|
2024
Q4 | $2.23M | Buy |
5,511
+5
| +0.1% | +$2.02K | 1.37% | 11 |
|
|
2024
Q3 | $1.44M | Hold |
5,506
| – | – | 0.91% | 13 |
|
|
2024
Q2 | $1.09M | Buy |
5,506
+180
| +3% | +$35.6K | 0.73% | 14 |
|
|
2024
Q1 | $936K | Buy |
5,326
+720
| +16% | +$127K | 0.64% | 14 |
|
|
2023
Q4 | $1.14M | Hold |
4,606
| – | – | 0.86% | 13 |
|
|
2023
Q3 | $1.15M | Buy |
4,606
+3
| +0.1% | +$751 | 1.03% | 17 |
|
|
2023
Q2 | $1.2M | Sell |
4,603
-36
| -0.8% | -$9.42K | 1.04% | 17 |
|
|
2023
Q1 | $962K | Buy |
4,639
+8
| +0.2% | +$1.66K | 0.88% | 17 |
|
|
2022
Q4 | $570K | Buy |
+4,631
| New | +$570K | 0.56% | 21 |
|
|
2022
Q2 | $927K | Sell |
4,131
-114
| -3% | -$25.6K | 0.96% | 16 |
|
|
2022
Q1 | $1.53M | Buy |
4,245
+96
| +2% | +$34.5K | 1.33% | 13 |
|
|
2021
Q4 | $1.25M | Buy |
+4,149
| New | +$1.25M | 1.12% | 15 |
|