Total Wealth Planning’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Buy |
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|
2025
Q2 | $623K | Sell |
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|
2025
Q1 | $515K | Buy |
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|
2024
Q4 | $780K | Sell |
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|
2024
Q3 | $547K | Hold |
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|
2024
Q2 | $536K | Buy |
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|
2024
Q1 | $335K | Sell |
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|
2023
Q4 | $478K | Sell |
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|
2023
Q3 | $496K | Hold |
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|
2023
Q2 | $519K | Hold |
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|
2023
Q1 | $411K | Buy |
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $571K | Hold |
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|
2022
Q2 | $483K | Buy |
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|
2022
Q1 | $769K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $361K | Sell |
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|
2021
Q2 | $330K | Buy |
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|
2021
Q1 | $313K | Sell |
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|
2020
Q4 | $335K | Sell |
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|
2020
Q3 | $365K | Buy |
|