OLIO 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 | $213K | Buy |
+670
| New | +$213K | 0.07% | 62 |
|
|
2025
Q1 | – | Sell |
-642
| Closed | -$259K | – | 61 |
|
|
2024
Q4 | $259K | Sell |
642
-234
| -27% | -$94.5K | 0.09% | 54 |
|
|
2024
Q3 | $222K | Hold |
876
| – | – | 0.09% | 48 |
|
|
2024
Q2 | $222K | Hold |
876
| – | – | 0.09% | 48 |
|
|
2024
Q1 | $222K | Hold |
876
| – | – | 0.09% | 48 |
|
|
2023
Q4 | $222K | Sell |
876
-129
| -13% | -$32.7K | 0.09% | 49 |
|
|
2023
Q3 | $251K | Sell |
1,005
-54
| -5% | -$13.5K | 0.12% | 46 |
|
|
2023
Q2 | $277K | Buy |
+1,059
| New | +$277K | 0.13% | 40 |
|
|
2022
Q4 | – | Sell |
-759
| Closed | -$201K | – | 43 |
|
|
2022
Q3 | $201K | Buy |
+759
| New | +$201K | 0.12% | 42 |
|
|
2022
Q2 | – | Sell |
-753
| Closed | -$270K | – | 46 |
|
|
2022
Q1 | $270K | Hold |
753
| – | – | 0.15% | 42 |
|
|
2021
Q4 | $265K | Buy |
+753
| New | +$265K | 0.16% | 36 |
|