Total Wealth Planning & 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
$477K Buy
1,503
+207
+16% +$65.8K 0.39% 79
2025
Q1
$336K Buy
1,296
+170
+15% +$44.1K 0.32% 104
2024
Q4
$455K Buy
+1,126
New +$455K 0.41% 66