Plancorp LLC’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
8,882
-1,040
| -10% | -$330K | 0.1% | 90 |
|
|
2025
Q1 | $2.57M | Buy |
9,922
+117
| +1% | +$30.3K | 0.1% | 87 |
|
|
2024
Q4 | $3.96M | Buy |
9,805
+394
| +4% | +$159K | 0.16% | 50 |
|
|
2024
Q3 | $2.46M | Sell |
9,411
-9,202
| -49% | -$2.41M | 0.1% | 76 |
|
|
2024
Q2 | $3.68M | Sell |
18,613
-1,397
| -7% | -$276K | 0.16% | 52 |
|
|
2024
Q1 | $3.52M | Sell |
20,010
-1,421
| -7% | -$250K | 0.15% | 53 |
|
|
2023
Q4 | $5.33M | Buy |
21,431
+602
| +3% | +$150K | 0.26% | 37 |
|
|
2023
Q3 | $5.21M | Buy |
20,829
+2,655
| +15% | +$664K | 0.28% | 37 |
|
|
2023
Q2 | $4.76M | Sell |
18,174
-354
| -2% | -$92.7K | 0.26% | 37 |
|
|
2023
Q1 | $3.84M | Sell |
18,528
-1,498
| -7% | -$311K | 0.22% | 44 |
|
|
2022
Q4 | $2.47M | Buy |
20,026
+9,860
| +97% | +$1.21M | 0.15% | 53 |
|
|
2022
Q3 | $2.7M | Sell |
10,166
-460
| -4% | -$122K | 0.18% | 49 |
|
|
2022
Q2 | $2.39M | Buy |
10,626
+222
| +2% | +$49.8K | 0.15% | 54 |
|
|
2022
Q1 | $3.74M | Sell |
10,404
-741
| -7% | -$266K | 0.24% | 39 |
|
|
2021
Q4 | $3.93M | Buy |
11,145
+198
| +2% | +$69.7K | 0.25% | 37 |
|
|
2021
Q3 | $2.83M | Buy |
10,947
+525
| +5% | +$136K | 0.2% | 40 |
|
|
2021
Q2 | $2.36M | Buy |
10,422
+255
| +3% | +$57.8K | 0.19% | 50 |
|
|
2021
Q1 | $2.26M | Sell |
10,167
-99
| -1% | -$22K | 0.5% | 43 |
|
|
2020
Q4 | $2.42M | Sell |
10,266
-618
| -6% | -$145K | 0.6% | 37 |
|
|
2020
Q3 | $1.56M | Buy |
10,884
+3,294
| +43% | +$471K | 0.47% | 45 |
|
|
2020
Q2 | $546K | Buy |
7,590
+1,065
| +16% | +$76.6K | 0.16% | 94 |
|
|
2020
Q1 | $228K | Buy |
+6,525
| New | +$228K | 0.09% | 146 |
|