Phillips Wealth Planners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
1,953
+17
| +0.9% | +$5.06K | 0.53% | 65 |
|
|
2025
Q1 | $488K | Sell |
1,936
-12
| -0.6% | -$3.03K | 0.52% | 65 |
|
|
2024
Q4 | $769K | Buy |
1,948
+12
| +0.6% | +$4.74K | 0.77% | 32 |
|
|
2024
Q3 | $428K | Buy |
1,936
+37
| +2% | +$8.19K | 0.41% | 80 |
|
|
2024
Q2 | $500K | Buy |
1,899
+40
| +2% | +$10.5K | 0.53% | 64 |
|
|
2024
Q1 | $292K | Sell |
1,859
-27
| -1% | -$4.24K | 0.34% | 113 |
|
|
2023
Q4 | $400K | Sell |
1,886
-25
| -1% | -$5.3K | 0.48% | 69 |
|
|
2023
Q3 | $421K | Buy |
1,911
+5
| +0.3% | +$1.1K | 0.57% | 59 |
|
|
2023
Q2 | $499K | Buy |
1,906
+3
| +0.2% | +$785 | 0.65% | 51 |
|
|
2023
Q1 | $308K | Buy |
1,903
+14
| +0.7% | +$2.27K | 0.41% | 91 |
|
|
2022
Q4 | $368K | Buy |
+1,889
| New | +$368K | 0.64% | 58 |
|