Spartan Planning & Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
5,646
+2,443
| +76% | +$776K | 1.54% | 16 |
|
|
2025
Q1 | $830K | Sell |
3,203
-1,051
| -25% | -$272K | 0.8% | 30 |
|
|
2024
Q4 | $1.72M | Buy |
+4,254
| New | +$1.72M | 1.57% | 19 |
|
|
2023
Q4 | $1.1M | Buy |
4,439
+1,399
| +46% | +$348K | 1.18% | 19 |
|
|
2023
Q3 | $761K | Buy |
+3,040
| New | +$761K | 0.89% | 21 |
|
|
2022
Q4 | – | Sell |
-5,741
| Closed | -$1.52M | – | 173 |
|
|
2022
Q3 | $1.52M | Buy |
+5,741
| New | +$1.52M | 1.99% | 9 |
|
|
2022
Q2 | – | Sell |
-2,517
| Closed | -$904K | – | 151 |
|
|
2022
Q1 | $904K | Buy |
+2,517
| New | +$904K | 1.13% | 16 |
|