Mark Sheptoff Financial Planning’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
16,743
+6,459
| +63% | +$2.05M | 2.83% | 10 |
|
|
2025
Q1 | $2.67M | Sell |
10,284
-239
| -2% | -$61.9K | 1.47% | 16 |
|
|
2024
Q4 | $4.25M | Sell |
10,523
-71
| -0.7% | -$28.7K | 2.28% | 13 |
|
|
2024
Q3 | $2.77M | Sell |
10,594
-255
| -2% | -$66.7K | 1.47% | 14 |
|
|
2024
Q2 | $2.15M | Sell |
10,849
-840
| -7% | -$166K | 1.2% | 16 |
|
|
2024
Q1 | $2.05M | Sell |
11,689
-501
| -4% | -$88.1K | 1.14% | 19 |
|
|
2023
Q4 | $3.03M | Buy |
12,190
+170
| +1% | +$42.2K | 1.83% | 13 |
|
|
2023
Q3 | $3.01M | Sell |
12,020
-600
| -5% | -$150K | 1.93% | 13 |
|
|
2023
Q2 | $3.3M | Sell |
12,620
-37
| -0.3% | -$9.69K | 1.89% | 13 |
|
|
2023
Q1 | $2.63M | Buy |
12,657
+1,068
| +9% | +$222K | 1.52% | 14 |
|
|
2022
Q4 | $1.43M | Sell |
11,589
-10,997
| -49% | -$1.35M | 0.84% | 23 |
|
|
2022
Q3 | $5.99M | Buy |
22,586
+7,160
| +46% | +$1.9M | 3.65% | 7 |
|
|
2022
Q2 | $3.46M | Sell |
15,426
-60
| -0.4% | -$13.5K | 1.99% | 11 |
|
|
2022
Q1 | $5.56M | Sell |
15,486
-4,515
| -23% | -$1.62M | 2.8% | 10 |
|
|
2021
Q4 | $7.05M | Sell |
20,001
-1,248
| -6% | -$440K | 3.36% | 9 |
|
|
2021
Q3 | $5.49M | Hold |
21,249
| – | – | 3.02% | 9 |
|
|
2021
Q2 | $4.81M | Buy |
21,249
+45
| +0.2% | +$10.2K | 2.58% | 10 |
|
|
2021
Q1 | $4.72M | Sell |
21,204
-357
| -2% | -$79.5K | 2.71% | 10 |
|
|
2020
Q4 | $5.07M | Sell |
21,561
-330
| -2% | -$77.6K | 2.89% | 10 |
|
|
2020
Q3 | $3.13M | Sell |
21,891
-11,244
| -34% | -$1.61M | 1.93% | 11 |
|
|
2020
Q2 | $2.39M | Sell |
33,135
-1,500
| -4% | -$108K | 1.55% | 16 |
|
|
2020
Q1 | $1.21M | Sell |
34,635
-3,150
| -8% | -$110K | 0.91% | 28 |
|
|
2019
Q4 | $1.05M | Buy |
37,785
+15,555
| +70% | +$434K | 0.66% | 38 |
|
|
2019
Q3 | $357K | Hold |
22,230
| – | – | 0.24% | 63 |
|
|
2019
Q2 | $331K | Sell |
22,230
-870
| -4% | -$13K | 0.23% | 73 |
|
|
2019
Q1 | $431K | Hold |
23,100
| – | – | 0.31% | 61 |
|
|
2018
Q4 | $513K | Hold |
23,100
| – | – | 0.43% | 46 |
|
|
2018
Q3 | $408K | Hold |
23,100
| – | – | 0.28% | 73 |
|
|
2018
Q2 | $528K | Hold |
23,100
| – | – | 0.39% | 59 |
|
|
2018
Q1 | $410K | Buy |
23,100
+2,250
| +11% | +$39.9K | 0.28% | 75 |
|
|
2017
Q4 | $433K | Hold |
20,850
| – | – | 0.28% | 73 |
|
|
2017
Q3 | $474K | Sell |
20,850
-2,250
| -10% | -$51.2K | 0.32% | 65 |
|
|
2017
Q2 | $557K | Sell |
23,100
-15
| -0.1% | -$362 | 0.38% | 63 |
|
|
2017
Q1 | $429K | Buy |
23,115
+15
| +0.1% | +$278 | 0.31% | 70 |
|
|
2016
Q4 | $329K | Hold |
23,100
| – | – | 0.24% | 78 |
|
|
2016
Q3 | $314K | Hold |
23,100
| – | – | 0.23% | 76 |
|
|
2016
Q2 | $327K | Sell |
23,100
-15,555
| -40% | -$220K | 0.24% | 74 |
|
|
2016
Q1 | $592K | Sell |
38,655
-2,625
| -6% | -$40.2K | 0.48% | 50 |
|
|
2015
Q4 | $661K | Sell |
41,280
-270
| -0.6% | -$4.32K | 0.54% | 52 |
|
|
2015
Q3 | $688K | Sell |
41,550
-3,000
| -7% | -$49.7K | 0.6% | 45 |
|
|
2015
Q2 | $797K | Sell |
44,550
-13,500
| -23% | -$242K | 0.64% | 47 |
|
|
2015
Q1 | $731K | Buy |
58,050
+6,000
| +12% | +$75.6K | 0.61% | 45 |
|
|
2014
Q4 | $772K | Buy |
52,050
+11,250
| +28% | +$167K | 0.68% | 45 |
|
|
2014
Q3 | $660K | Hold |
40,800
| – | – | 0.58% | 51 |
|
|
2014
Q2 | $653K | Hold |
40,800
| – | – | 0.56% | 54 |
|
|
2014
Q1 | $567K | Buy |
+40,800
| New | +$567K | 0.5% | 57 |
|