Partners in 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 | $972K | Buy |
+3,061
| New | +$972K | 0.18% | 47 |
|
|
2025
Q1 | – | Sell |
-750
| Closed | -$303K | – | 109 |
|
|
2024
Q4 | $303K | Buy |
+750
| New | +$303K | 0.06% | 84 |
|
|
2024
Q1 | – | Sell |
-1,191
| Closed | -$296K | – | 105 |
|
|
2023
Q4 | $296K | Hold |
1,191
| – | – | 0.07% | 81 |
|
|
2023
Q3 | $298K | Hold |
1,191
| – | – | 0.08% | 79 |
|
|
2023
Q2 | $312K | Sell |
1,191
-9
| -0.8% | -$2.36K | 0.08% | 75 |
|
|
2023
Q1 | $249K | Buy |
+1,200
| New | +$249K | 0.07% | 84 |
|
|
2022
Q4 | – | Sell |
-1,200
| Closed | -$216K | – | 94 |
|
|
2022
Q3 | $216K | Sell |
1,200
-2,400
| -67% | -$432K | 0.06% | 87 |
|
|
2022
Q2 | $360K | Buy |
3,600
+2,400
| +200% | +$240K | 0.11% | 65 |
|
|
2022
Q1 | $402K | Hold |
1,200
| – | – | 0.13% | 58 |
|
|
2021
Q4 | $344K | Hold |
1,200
| – | – | 0.11% | 65 |
|
|
2021
Q3 | $310K | Hold |
1,200
| – | – | 0.1% | 69 |
|
|
2021
Q2 | $272K | Buy |
+1,200
| New | +$272K | 0.09% | 75 |
|