Mark Sheptoff Financial Planning’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.19M | Sell |
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|
2025
Q2 | $5.32M | Buy |
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|
2025
Q1 | $2.67M | Sell |
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|
2024
Q4 | $4.25M | Sell |
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|
2024
Q3 | $2.77M | Sell |
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|
2024
Q2 | $2.15M | Sell |
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|
2024
Q1 | $2.05M | Sell |
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|
2023
Q4 | $3.03M | Buy |
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|
2023
Q3 | $3.01M | Sell |
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|
2023
Q2 | $3.3M | Sell |
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|
2023
Q1 | $2.63M | Buy |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $5.99M | Buy |
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|
2022
Q2 | $3.46M | Sell |
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|
2022
Q1 | $5.56M | Sell |
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|
2021
Q4 | $7.05M | Sell |
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|
2021
Q3 | $5.49M | Hold |
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|
2021
Q2 | $4.81M | Buy |
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|
2021
Q1 | $4.72M | Sell |
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|
2020
Q4 | $5.07M | Sell |
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|
2020
Q3 | $3.13M | Sell |
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|
2020
Q2 | $2.38M | Sell |
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|
2020
Q1 | $1.21M | Sell |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $357K | Hold |
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|
2019
Q2 | $331K | Sell |
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|
2019
Q1 | $431K | Hold |
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|
2018
Q4 | $513K | Hold |
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|
2018
Q3 | $408K | Hold |
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|
2018
Q2 | $528K | Hold |
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|
2018
Q1 | $410K | Buy |
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|
2017
Q4 | $433K | Hold |
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|
2017
Q3 | $474K | Sell |
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|
2017
Q2 | $557K | Sell |
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|
2017
Q1 | $429K | Buy |
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|
2016
Q4 | $329K | Hold |
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|
2016
Q3 | $314K | Hold |
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|
2016
Q2 | $327K | Sell |
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|
2016
Q1 | $592K | Sell |
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|
2015
Q4 | $661K | Sell |
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|
2015
Q3 | $688K | Sell |
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|
2015
Q2 | $797K | Sell |
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|
2015
Q1 | $731K | Buy |
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|
2014
Q4 | $772K | Buy |
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|
2014
Q3 | $660K | Hold |
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|
2014
Q2 | $653K | Hold |
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|
2014
Q1 | $567K | Buy |
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