Spectrum Planning & Advisory Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
1,060
+40
| +4% | +$12.7K | 0.22% | 74 |
|
|
2025
Q1 | $264K | Sell |
1,020
-45
| -4% | -$11.7K | 0.22% | 57 |
|
|
2024
Q4 | $430K | Buy |
1,065
+45
| +4% | +$18.2K | 0.37% | 38 |
|
|
2024
Q3 | $267K | Hold |
1,020
| – | – | 0.26% | 46 |
|
|
2024
Q2 | $201K | Buy |
+1,020
| New | +$201K | 0.19% | 52 |
|
|
2023
Q4 | $273K | Hold |
1,100
| – | – | 0.39% | 39 |
|
|
2023
Q3 | $275K | Hold |
1,100
| – | – | 0.43% | 33 |
|
|
2023
Q2 | $308K | Buy |
+1,100
| New | +$308K | 0.46% | 29 |
|
|
2022
Q4 | – | Sell |
-780
| Closed | -$207K | – | 52 |
|
|
2022
Q3 | $207K | Buy |
+780
| New | +$207K | 0.21% | 49 |
|
|
2022
Q2 | – | Sell |
-780
| Closed | -$280K | – | 46 |
|
|
2022
Q1 | $280K | Hold |
780
| – | – | 0.26% | 37 |
|
|
2021
Q4 | $275K | Sell |
780
-2,250
| -74% | -$793K | 0.25% | 40 |
|
|
2021
Q3 | $783K | Sell |
3,030
-30
| -1% | -$7.75K | 0.77% | 28 |
|
|
2021
Q2 | $693K | Buy |
3,060
+30
| +1% | +$6.79K | 0.67% | 30 |
|
|
2021
Q1 | $675K | Sell |
3,030
-450
| -13% | -$100K | 0.69% | 29 |
|
|
2020
Q4 | $819K | Buy |
+3,480
| New | +$819K | 0.88% | 26 |
|