Prepared Retirement Institute’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Hold |
1,111
| – | – | 0.21% | 54 |
|
|
2025
Q1 | $288K | Sell |
1,111
-50
| -4% | -$13K | 0.18% | 64 |
|
|
2024
Q4 | $469K | Buy |
1,161
+225
| +24% | +$90.9K | 0.27% | 37 |
|
|
2024
Q3 | $245K | Buy |
+936
| New | +$245K | 0.15% | 69 |
|
|
2024
Q1 | – | Sell |
-1,021
| Closed | -$254K | – | 80 |
|
|
2023
Q4 | $254K | Buy |
+1,021
| New | +$254K | 0.19% | 65 |
|