Summit Wealth & Retirement 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 | $2.23M | Buy |
7,008
+2,252
| +47% | +$715K | 0.6% | 24 |
|
|
2025
Q1 | $1.23M | Buy |
4,756
+1,928
| +68% | +$500K | 0.38% | 27 |
|
|
2024
Q4 | $1.14M | Hold |
2,828
| – | – | 0.35% | 25 |
|
|
2024
Q3 | $740K | Sell |
2,828
-70
| -2% | -$18.3K | 0.24% | 29 |
|
|
2024
Q2 | $573K | Sell |
2,898
-74
| -2% | -$14.6K | 0.2% | 31 |
|
|
2024
Q1 | $522K | Sell |
2,972
-149
| -5% | -$26.2K | 0.19% | 33 |
|
|
2023
Q4 | $776K | Buy |
3,121
+40
| +1% | +$9.94K | 0.33% | 27 |
|
|
2023
Q3 | $771K | Hold |
3,081
| – | – | 0.31% | 30 |
|
|
2023
Q2 | $807K | Sell |
3,081
-1,407
| -31% | -$368K | 0.32% | 30 |
|
|
2023
Q1 | $931K | Buy |
4,488
+2,856
| +175% | +$593K | 0.35% | 33 |
|
|
2022
Q4 | $201K | Hold |
1,632
| – | – | 0.08% | 99 |
|
|
2022
Q3 | $433K | Hold |
1,632
| – | – | 0.17% | 70 |
|
|
2022
Q2 | $366K | Buy |
+1,632
| New | +$366K | 0.14% | 83 |
|
|
2021
Q2 | – | Sell |
-3,018
| Closed | -$672K | – | 99 |
|
|
2021
Q1 | $672K | Buy |
3,018
+195
| +7% | +$43.4K | 0.25% | 62 |
|
|
2020
Q4 | $664K | Buy |
2,823
+1,011
| +56% | +$238K | 0.25% | 68 |
|
|
2020
Q3 | $259K | Buy |
+1,812
| New | +$259K | 0.11% | 93 |
|