Treasure Coast Financial 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 | $424K | Hold |
1,334
| – | – | 0.25% | 29 |
|
|
2025
Q1 | $346K | Sell |
1,334
-500
| -27% | -$130K | 0.21% | 32 |
|
|
2024
Q4 | $741K | Buy |
1,834
+21
| +1% | +$8.48K | 0.49% | 25 |
|
|
2024
Q3 | $474K | Sell |
1,813
-4
| -0.2% | -$1.05K | 0.29% | 25 |
|
|
2024
Q2 | $360K | Hold |
1,817
| – | – | 0.24% | 26 |
|
|
2024
Q1 | $319K | Sell |
1,817
-996
| -35% | -$175K | 0.21% | 26 |
|
|
2023
Q4 | $699K | Hold |
2,813
| – | – | 0.49% | 24 |
|
|
2023
Q3 | $704K | Buy |
2,813
+2,000
| +246% | +$500K | 0.49% | 24 |
|
|
2023
Q2 | $213K | Buy |
+813
| New | +$213K | 0.14% | 34 |
|
|
2022
Q2 | – | Sell |
-600
| Closed | -$216K | – | 37 |
|
|
2022
Q1 | $216K | Hold |
600
| – | – | 0.17% | 32 |
|
|
2021
Q4 | $211K | Buy |
+600
| New | +$211K | 0.16% | 31 |
|