Walled Lake Planning & Wealth 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 | $573K | Sell |
1,803
-24
| -1% | -$7.62K | 0.19% | 62 |
|
|
2025
Q1 | $473K | Sell |
1,827
-858
| -32% | -$222K | 0.17% | 74 |
|
|
2024
Q4 | $1.08M | Sell |
2,685
-3
| -0.1% | -$1.21K | 0.4% | 42 |
|
|
2024
Q3 | $703K | Buy |
2,688
+1,520
| +130% | +$398K | 0.26% | 50 |
|
|
2024
Q2 | $231K | Sell |
1,168
-25
| -2% | -$4.95K | 0.09% | 103 |
|
|
2024
Q1 | $210K | Sell |
1,193
-50
| -4% | -$8.79K | 0.09% | 106 |
|
|
2023
Q4 | $309K | Buy |
1,243
+73
| +6% | +$18.1K | 0.14% | 75 |
|
|
2023
Q3 | $293K | Hold |
1,170
| – | – | 0.15% | 68 |
|
|
2023
Q2 | $306K | Hold |
1,170
| – | – | 0.15% | 64 |
|
|
2023
Q1 | $243K | Buy |
+1,170
| New | +$243K | 0.13% | 72 |
|
|
2022
Q4 | – | Sell |
-885
| Closed | -$235K | – | 80 |
|
|
2022
Q3 | $235K | Sell |
885
-30
| -3% | -$7.97K | 0.16% | 67 |
|
|
2022
Q2 | $205K | Buy |
915
+30
| +3% | +$6.72K | 0.14% | 70 |
|
|
2022
Q1 | $318K | Sell |
885
-900
| -50% | -$323K | 0.19% | 61 |
|
|
2021
Q4 | $629K | Hold |
1,785
| – | – | 0.36% | 40 |
|
|
2021
Q3 | $461K | Hold |
1,785
| – | – | 0.28% | 48 |
|
|
2021
Q2 | $404K | Buy |
1,785
+825
| +86% | +$187K | 0.26% | 48 |
|
|
2021
Q1 | $214K | Sell |
960
-675
| -41% | -$150K | 0.15% | 71 |
|
|
2020
Q4 | $385K | Hold |
1,635
| – | – | 0.29% | 46 |
|
|
2020
Q3 | $234K | Buy |
1,635
+750
| +85% | +$107K | 0.19% | 58 |
|
|
2020
Q2 | $64K | Hold |
885
| – | – | 0.05% | 101 |
|
|
2020
Q1 | $31K | Hold |
885
| – | – | 0.03% | 129 |
|
|
2019
Q4 | $25K | Buy |
+885
| New | +$25K | 0.02% | 151 |
|