Life Planning 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 | $999K | Buy |
3,145
+56
| +2% | +$17.8K | 0.8% | 33 |
|
|
2025
Q1 | $801K | Hold |
3,089
| – | – | 0.72% | 32 |
|
|
2024
Q4 | $1.25M | Sell |
3,089
-300
| -9% | -$121K | 1.15% | 22 |
|
|
2024
Q3 | $887K | Hold |
3,389
| – | – | 0.79% | 29 |
|
|
2024
Q2 | $671K | Buy |
3,389
+602
| +22% | +$119K | 0.61% | 36 |
|
|
2024
Q1 | $490K | Hold |
2,787
| – | – | 0.49% | 40 |
|
|
2023
Q4 | $693K | Buy |
+2,787
| New | +$693K | 0.68% | 31 |
|
|
2022
Q3 | $739K | Hold |
2,787
| – | – | 0.85% | 24 |
|
|
2022
Q2 | $626K | Hold |
2,787
| – | – | 0.7% | 28 |
|
|
2022
Q1 | $1M | Hold |
2,787
| – | – | 1.02% | 24 |
|
|
2021
Q4 | $982K | Buy |
+2,787
| New | +$982K | 0.99% | 25 |
|