Plante Moran Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Sell |
1,846
-17
| -0.9% | -$5.4K | 0.04% | 72 |
|
|
2025
Q1 | $483K | Sell |
1,863
-397
| -18% | -$103K | 0.04% | 82 |
|
|
2024
Q4 | $913K | Buy |
2,260
+253
| +13% | +$102K | 0.08% | 49 |
|
|
2024
Q3 | $525K | Buy |
2,007
+334
| +20% | +$87.4K | 0.04% | 77 |
|
|
2024
Q2 | $331K | Sell |
1,673
-420
| -20% | -$83.1K | 0.03% | 115 |
|
|
2024
Q1 | $368K | Buy |
2,093
+669
| +47% | +$118K | 0.04% | 102 |
|
|
2023
Q4 | $354K | Buy |
1,424
+193
| +16% | +$48K | 0.04% | 108 |
|
|
2023
Q3 | $308K | Buy |
1,231
+101
| +9% | +$25.3K | 0.04% | 107 |
|
|
2023
Q2 | $296K | Buy |
1,130
+64
| +6% | +$16.8K | 0.04% | 117 |
|
|
2023
Q1 | $221K | Sell |
1,066
-54
| -5% | -$11.2K | 0.03% | 134 |
|
|
2022
Q4 | $138K | Sell |
1,120
-65
| -5% | -$8.01K | 0.02% | 193 |
|
|
2022
Q3 | $314K | Buy |
1,185
+60
| +5% | +$15.9K | 0.05% | 109 |
|
|
2022
Q2 | $253K | Buy |
1,125
+132
| +13% | +$29.7K | 0.04% | 128 |
|
|
2022
Q1 | $357K | Sell |
993
-375
| -27% | -$135K | 0.07% | 111 |
|
|
2021
Q4 | $482K | Buy |
1,368
+744
| +119% | +$262K | 0.08% | 89 |
|
|
2021
Q3 | $161K | Sell |
624
-210
| -25% | -$54.2K | 0.04% | 216 |
|
|
2021
Q2 | $189K | Sell |
834
-666
| -44% | -$151K | 0.05% | 181 |
|
|
2021
Q1 | $334K | Sell |
1,500
-1,197
| -44% | -$267K | 0.09% | 117 |
|
|
2020
Q4 | $634K | Sell |
2,697
-489
| -15% | -$115K | 0.2% | 63 |
|
|
2020
Q3 | $456K | Sell |
3,186
-369
| -10% | -$52.8K | 0.16% | 78 |
|
|
2020
Q2 | $256K | Buy |
3,555
+2,130
| +149% | +$153K | 0.1% | 109 |
|
|
2020
Q1 | $50K | Buy |
1,425
+1,395
| +4,650% | +$48.9K | 0.02% | 257 |
|
|
2019
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 731 |
|
|
2019
Q3 | $0 | Sell |
30
-4,440
| -99% | – | ﹤0.01% | 910 |
|
|
2019
Q2 | $67K | Sell |
4,470
-7,170
| -62% | -$107K | 0.02% | 279 |
|
|
2019
Q1 | $217K | Hold |
11,640
| – | – | 0.07% | 139 |
|
|
2018
Q4 | $258K | Hold |
11,640
| – | – | 0.09% | 116 |
|
|
2018
Q3 | $205K | Buy |
11,640
+11,610
| +38,700% | +$204K | 0.07% | 143 |
|
|
2018
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 781 |
|
|
2018
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 917 |
|
|
2017
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 848 |
|
|
2017
Q3 | $1K | Sell |
30
-720
| -96% | -$24K | ﹤0.01% | 784 |
|
|
2017
Q2 | $18K | Sell |
750
-375
| -33% | -$9K | 0.01% | 488 |
|
|
2017
Q1 | $21K | Buy |
1,125
+750
| +200% | +$14K | 0.01% | 474 |
|
|
2016
Q4 | $5K | Hold |
375
| – | – | ﹤0.01% | 724 |
|
|
2016
Q3 | $5K | Buy |
+375
| New | +$5K | ﹤0.01% | 711 |
|
|
2015
Q4 | – | Sell |
-675
| Closed | -$11K | – | 992 |
|
|
2015
Q3 | $11K | Buy |
+675
| New | +$11K | 0.01% | 475 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$4K | – | 790 |
|
|
2014
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 700 |
|
|
2014
Q3 | $5K | Sell |
300
-450
| -60% | -$7.5K | ﹤0.01% | 683 |
|
|
2014
Q2 | $12K | Buy |
750
+450
| +150% | +$7.2K | 0.01% | 483 |
|
|
2014
Q1 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 503 |
|