Waller Financial Planning Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
895
-208
| -19% | -$66.1K | 0.07% | 62 |
|
|
2025
Q1 | $286K | Buy |
1,103
+218
| +25% | +$56.5K | 0.08% | 61 |
|
|
2024
Q4 | $357K | Sell |
885
-196
| -18% | -$79.2K | 0.09% | 54 |
|
|
2024
Q3 | $283K | Buy |
1,081
+27
| +3% | +$7.06K | 0.07% | 59 |
|
|
2024
Q2 | $209K | Sell |
1,054
-300
| -22% | -$59.4K | 0.06% | 66 |
|
|
2024
Q1 | $238K | Hold |
1,354
| – | – | 0.06% | 58 |
|
|
2023
Q4 | $336K | Buy |
+1,354
| New | +$336K | 0.09% | 47 |
|