Phillips Financial Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.78M | Buy |
|
|||||
|
2025
Q2 | $1.23M | Buy |
|
|||||
|
2025
Q1 | $971K | Buy |
|
|||||
|
2024
Q4 | $1.38M | Buy |
|
|||||
|
2024
Q3 | $867K | Sell |
|
|||||
|
2024
Q2 | $658K | Buy |
|
|||||
|
2024
Q1 | $508K | Buy |
|
|||||
|
2023
Q4 | $627K | Buy |
|
|||||
|
2023
Q3 | $624K | Buy |
|
|||||
|
2023
Q2 | $636K | Buy |
|
|||||
|
2023
Q1 | $501K | Buy |
|
|||||
|
2022
Q4 | $295K | Buy |
|
|||||
|
2022
Q3 | $634K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $838K | Buy |
|