Planning Directions’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,623
| Closed | -$939K | – | 112 |
|
|
2025
Q1 | $939K | Buy |
+3,623
| New | +$939K | 0.4% | 44 |
|
|
2022
Q4 | – | Sell |
-850
| Closed | -$225K | – | 75 |
|
|
2022
Q3 | $225K | Sell |
850
-200
| -19% | -$52.9K | 0.18% | 60 |
|
|
2022
Q2 | $236K | Hold |
1,050
| – | – | 0.18% | 63 |
|
|
2022
Q1 | $377K | Sell |
1,050
-300
| -22% | -$108K | 0.26% | 49 |
|
|
2021
Q4 | $476K | Sell |
1,350
-195
| -13% | -$68.8K | 0.32% | 43 |
|
|
2021
Q3 | $399K | Buy |
1,545
+66
| +4% | +$17K | 0.29% | 47 |
|
|
2021
Q2 | $335K | Buy |
1,479
+336
| +29% | +$76.1K | 0.24% | 49 |
|
|
2021
Q1 | $254K | Sell |
1,143
-117
| -9% | -$26K | 0.2% | 54 |
|
|
2020
Q4 | $296K | Buy |
+1,260
| New | +$296K | 0.24% | 47 |
|