Sequent Planning’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $631K | Buy |
1,985
+101
| +5% | +$32.1K | 0.2% | 80 |
|
2025
Q1 | $488K | Buy |
1,884
+40
| +2% | +$10.4K | 0.18% | 80 |
|
2024
Q4 | $745K | Sell |
1,844
-133
| -7% | -$53.7K | 0.27% | 67 |
|
2024
Q3 | $517K | Sell |
1,977
-51
| -3% | -$13.3K | 0.18% | 89 |
|
2024
Q2 | $426K | Buy |
2,028
+384
| +23% | +$80.6K | 0.15% | 94 |
|
2024
Q1 | $289K | Buy |
+1,644
| New | +$289K | 0.1% | 116 |
|