WealthPlan Investment 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 | $4.34M | Buy |
13,664
+4,967
| +57% | +$1.58M | 0.32% | 90 |
|
|
2025
Q1 | $2.25M | Sell |
8,697
-272
| -3% | -$70.5K | 0.22% | 92 |
|
|
2024
Q4 | $3.62M | Sell |
8,969
-637
| -7% | -$257K | 0.36% | 79 |
|
|
2024
Q3 | $2.51M | Sell |
9,606
-501
| -5% | -$131K | 0.25% | 92 |
|
|
2024
Q2 | $2M | Sell |
10,107
-488
| -5% | -$96.6K | 0.3% | 75 |
|
|
2024
Q1 | $1.86M | Buy |
10,595
+186
| +2% | +$32.7K | 0.28% | 76 |
|
|
2023
Q4 | $2.59M | Sell |
10,409
-95
| -0.9% | -$23.6K | 0.41% | 65 |
|
|
2023
Q3 | $2.63M | Buy |
10,504
+7,494
| +249% | +$1.88M | 0.46% | 64 |
|
|
2023
Q2 | $788K | Sell |
3,010
-7,841
| -72% | -$2.05M | 0.23% | 81 |
|
|
2023
Q1 | $2.25M | Sell |
10,851
-6,674
| -38% | -$1.38M | 0.39% | 65 |
|
|
2022
Q4 | $3.41M | Buy |
17,525
+2,282
| +15% | +$444K | 0.24% | 89 |
|
|
2022
Q3 | $2.65M | Buy |
+15,243
| New | +$2.65M | 0.19% | 96 |
|
|
2022
Q1 | $3.68M | Buy |
+12,666
| New | +$3.68M | 0.26% | 85 |
|