PDS 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 | $4.96M | Buy |
15,608
+1,173
| +8% | +$373K | 0.37% | 45 |
|
|
2025
Q1 | $3.74M | Buy |
14,435
+1,245
| +9% | +$323K | 0.32% | 48 |
|
|
2024
Q4 | $5.33M | Buy |
13,190
+266
| +2% | +$107K | 0.47% | 39 |
|
|
2024
Q3 | $3.38M | Buy |
12,924
+1,111
| +9% | +$291K | 0.3% | 47 |
|
|
2024
Q2 | $2.34M | Sell |
11,813
-375
| -3% | -$74.2K | 0.24% | 53 |
|
|
2024
Q1 | $2.14M | Buy |
12,188
+3
| +0% | +$527 | 0.23% | 58 |
|
|
2023
Q4 | $3.03M | Buy |
12,185
+529
| +5% | +$131K | 0.34% | 42 |
|
|
2023
Q3 | $2.92M | Buy |
11,656
+1,128
| +11% | +$282K | 0.38% | 43 |
|
|
2023
Q2 | $2.76M | Buy |
10,528
+1,264
| +14% | +$331K | 0.35% | 43 |
|
|
2023
Q1 | $1.92M | Buy |
9,264
+4,400
| +90% | +$913K | 0.27% | 50 |
|
|
2022
Q4 | $599K | Sell |
4,864
-896
| -16% | -$110K | 0.1% | 84 |
|
|
2022
Q3 | $1.53M | Buy |
5,760
+405
| +8% | +$107K | 0.28% | 48 |
|
|
2022
Q2 | $1.2M | Buy |
5,355
+582
| +12% | +$131K | 0.22% | 51 |
|
|
2022
Q1 | $1.71M | Buy |
4,773
+903
| +23% | +$324K | 0.3% | 47 |
|
|
2021
Q4 | $1.36M | Buy |
3,870
+24
| +0.6% | +$8.45K | 0.26% | 47 |
|
|
2021
Q3 | $994K | Buy |
3,846
+417
| +12% | +$108K | 0.23% | 51 |
|
|
2021
Q2 | $777K | Buy |
3,429
+849
| +33% | +$192K | 0.19% | 63 |
|
|
2021
Q1 | $574K | Buy |
2,580
+207
| +9% | +$46.1K | 0.17% | 70 |
|
|
2020
Q4 | $558K | Buy |
2,373
+615
| +35% | +$145K | 0.19% | 68 |
|
|
2020
Q3 | $251K | Sell |
1,758
-4,857
| -73% | -$693K | 0.1% | 108 |
|
|
2020
Q2 | $476K | Buy |
+6,615
| New | +$476K | 0.22% | 66 |
|
|
2020
Q1 | – | Sell |
-7,605
| Closed | -$212K | – | 112 |
|
|
2019
Q4 | $212K | Buy |
+7,605
| New | +$212K | 0.13% | 93 |
|