Peak Financial Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+679
| New | +$216K | 0.06% | 90 |
|
|
2025
Q1 | – | Sell |
-794
| Closed | -$321K | – | 107 |
|
|
2024
Q4 | $321K | Buy |
+794
| New | +$321K | 0.1% | 73 |
|
|
2024
Q2 | – | Sell |
-1,323
| Closed | -$233K | – | 102 |
|
|
2024
Q1 | $233K | Sell |
1,323
-675
| -34% | -$119K | 0.07% | 85 |
|
|
2023
Q4 | $496K | Sell |
1,998
-376
| -16% | -$93.4K | 0.17% | 52 |
|
|
2023
Q3 | $594K | Buy |
2,374
+660
| +39% | +$165K | 0.22% | 44 |
|
|
2023
Q2 | $449K | Buy |
+1,714
| New | +$449K | 0.16% | 55 |
|
|
2021
Q2 | – | Sell |
-1,011
| Closed | -$225K | – | 74 |
|
|
2021
Q1 | $225K | Sell |
1,011
-93
| -8% | -$20.7K | 0.08% | 67 |
|
|
2020
Q4 | $260K | Buy |
+1,104
| New | +$260K | 0.1% | 59 |
|