Personal CFO Solutions’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Sell |
9,302
-3,084
| -25% | -$980K | 0.55% | 31 |
|
|
2025
Q1 | $3.21M | Buy |
12,386
+1,937
| +19% | +$502K | 0.65% | 23 |
|
|
2024
Q4 | $4.22M | Sell |
10,449
-6,811
| -39% | -$2.75M | 0.83% | 18 |
|
|
2024
Q3 | $4.52M | Buy |
17,260
+406
| +2% | +$106K | 0.63% | 31 |
|
|
2024
Q2 | $3.34M | Sell |
16,854
-2
| -0% | -$396 | 0.51% | 41 |
|
|
2024
Q1 | $2.96M | Sell |
16,856
-261
| -2% | -$45.9K | 0.46% | 42 |
|
|
2023
Q4 | $4.25M | Buy |
17,117
+7,201
| +73% | +$1.79M | 0.74% | 26 |
|
|
2023
Q3 | $2.48M | Buy |
9,916
+815
| +9% | +$204K | 0.49% | 42 |
|
|
2023
Q2 | $2.38M | Buy |
9,101
+414
| +5% | +$108K | 0.48% | 38 |
|
|
2023
Q1 | $1.8M | Buy |
8,687
+398
| +5% | +$82.6K | 0.37% | 60 |
|
|
2022
Q4 | $1.02M | Sell |
8,289
-556
| -6% | -$68.6K | 0.22% | 89 |
|
|
2022
Q3 | $2.35M | Buy |
8,845
+883
| +11% | +$234K | 0.59% | 36 |
|
|
2022
Q2 | $1.79M | Buy |
7,962
+408
| +5% | +$91.6K | 0.42% | 49 |
|
|
2022
Q1 | $2.71M | Buy |
7,554
+111
| +1% | +$39.9K | 0.54% | 37 |
|
|
2021
Q4 | $2.62M | Buy |
7,443
+108
| +1% | +$38K | 0.49% | 40 |
|
|
2021
Q3 | $1.9M | Buy |
7,335
+234
| +3% | +$60.5K | 0.39% | 47 |
|
|
2021
Q2 | $1.61M | Buy |
7,101
+324
| +5% | +$73.4K | 0.33% | 56 |
|
|
2021
Q1 | $1.51M | Sell |
6,777
-2,436
| -26% | -$542K | 0.33% | 62 |
|
|
2020
Q4 | $2.17M | Buy |
9,213
+1,086
| +13% | +$255K | 0.54% | 43 |
|
|
2020
Q3 | $1K | Buy |
+8,127
| New | +$1K | 0.33% | 120 |
|