Phillips 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 | $1.23M | Buy |
3,869
+123
| +3% | +$39.1K | 0.09% | 98 |
|
|
2025
Q1 | $971K | Buy |
3,746
+338
| +10% | +$87.6K | 0.08% | 108 |
|
|
2024
Q4 | $1.38M | Buy |
3,408
+93
| +3% | +$37.6K | 0.11% | 93 |
|
|
2024
Q3 | $867K | Sell |
3,315
-9
| -0.3% | -$2.35K | 0.07% | 115 |
|
|
2024
Q2 | $658K | Buy |
3,324
+435
| +15% | +$86.1K | 0.05% | 122 |
|
|
2024
Q1 | $508K | Buy |
2,889
+365
| +14% | +$64.2K | 0.04% | 131 |
|
|
2023
Q4 | $627K | Buy |
2,524
+31
| +1% | +$7.7K | 0.05% | 120 |
|
|
2023
Q3 | $624K | Buy |
2,493
+65
| +3% | +$16.3K | 0.06% | 119 |
|
|
2023
Q2 | $636K | Buy |
2,428
+15
| +0.6% | +$3.93K | 0.06% | 118 |
|
|
2023
Q1 | $501K | Buy |
2,413
+17
| +0.7% | +$3.53K | 0.05% | 125 |
|
|
2022
Q4 | $295K | Buy |
2,396
+7
| +0.3% | +$862 | 0.03% | 128 |
|
|
2022
Q3 | $634K | Buy |
+2,389
| New | +$634K | 0.07% | 103 |
|
|
2022
Q2 | – | Sell |
-2,331
| Closed | -$838K | – | 139 |
|
|
2022
Q1 | $838K | Buy |
+2,331
| New | +$838K | 0.08% | 91 |
|