Planned 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 | $307K | Sell |
967
-120
| -11% | -$38.1K | 0.12% | 87 |
|
|
2025
Q1 | $282K | Buy |
1,087
+163
| +18% | +$42.2K | 0.11% | 89 |
|
|
2024
Q4 | $373K | Sell |
924
-79
| -8% | -$31.9K | 0.15% | 64 |
|
|
2024
Q3 | $262K | Buy |
+1,003
| New | +$262K | 0.11% | 86 |
|
|
2024
Q1 | – | Sell |
-541
| Closed | -$134K | – | 510 |
|
|
2023
Q4 | $134K | Buy |
+541
| New | +$134K | 0.06% | 137 |
|
|
2021
Q1 | – | Sell |
-399
| Closed | -$94K | – | 376 |
|
|
2020
Q4 | $94K | Hold |
399
| – | – | 0.08% | 107 |
|
|
2020
Q3 | $57K | Buy |
+399
| New | +$57K | 0.06% | 132 |
|