Total Wealth 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 | $623K | Sell |
1,960
-27
| -1% | -$8.58K | 0.08% | 68 |
|
|
2025
Q1 | $515K | Buy |
1,987
+56
| +3% | +$14.5K | 0.08% | 61 |
|
|
2024
Q4 | $780K | Sell |
1,931
-160
| -8% | -$64.6K | 0.12% | 55 |
|
|
2024
Q3 | $547K | Hold |
2,091
| – | – | 0.09% | 62 |
|
|
2024
Q2 | $536K | Buy |
2,091
+183
| +10% | +$47K | 0.09% | 63 |
|
|
2024
Q1 | $335K | Sell |
1,908
-16
| -0.8% | -$2.81K | 0.06% | 76 |
|
|
2023
Q4 | $478K | Sell |
1,924
-59
| -3% | -$14.7K | 0.09% | 66 |
|
|
2023
Q3 | $496K | Hold |
1,983
| – | – | 0.1% | 62 |
|
|
2023
Q2 | $519K | Hold |
1,983
| – | – | 0.11% | 61 |
|
|
2023
Q1 | $411K | Buy |
1,983
+220
| +12% | +$45.6K | 0.09% | 68 |
|
|
2022
Q4 | $217K | Sell |
1,763
-388
| -18% | -$47.8K | 0.05% | 77 |
|
|
2022
Q3 | $571K | Hold |
2,151
| – | – | 0.16% | 54 |
|
|
2022
Q2 | $483K | Buy |
2,151
+9
| +0.4% | +$2.02K | 0.14% | 61 |
|
|
2022
Q1 | $769K | Buy |
+2,142
| New | +$769K | 0.21% | 50 |
|
|
2021
Q4 | – | Sell |
-1,398
| Closed | -$361K | – | 44 |
|
|
2021
Q3 | $361K | Sell |
1,398
-60
| -4% | -$15.5K | 0.13% | 37 |
|
|
2021
Q2 | $330K | Buy |
1,458
+54
| +4% | +$12.2K | 0.13% | 36 |
|
|
2021
Q1 | $313K | Sell |
1,404
-21
| -1% | -$4.68K | 0.13% | 37 |
|
|
2020
Q4 | $335K | Sell |
1,425
-1,125
| -44% | -$264K | 0.15% | 35 |
|
|
2020
Q3 | $365K | Buy |
+2,550
| New | +$365K | 0.19% | 34 |
|