WealthPLAN Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Sell |
10,563
-1,486
| -12% | -$472K | 0.54% | 48 |
|
|
2025
Q1 | $3.12M | Buy |
12,049
+1,201
| +11% | +$311K | 0.44% | 71 |
|
|
2024
Q4 | $4.38M | Buy |
10,848
+362
| +3% | +$146K | 0.62% | 48 |
|
|
2024
Q3 | $2.74M | Sell |
10,486
-2,163
| -17% | -$566K | 0.37% | 77 |
|
|
2024
Q2 | $2.5M | Buy |
12,649
+1,109
| +10% | +$219K | 0.27% | 95 |
|
|
2024
Q1 | $2.03M | Sell |
11,540
-1,204
| -9% | -$212K | 0.21% | 115 |
|
|
2023
Q4 | $3.17M | Sell |
12,744
-116
| -0.9% | -$28.8K | 0.33% | 85 |
|
|
2023
Q3 | $3.22M | Buy |
12,860
+4,972
| +63% | +$1.24M | 0.37% | 74 |
|
|
2023
Q2 | $2.06M | Sell |
7,888
-284
| -3% | -$74.3K | 0.29% | 91 |
|
|
2023
Q1 | $1.7M | Sell |
8,172
-9,942
| -55% | -$2.06M | 0.19% | 104 |
|
|
2022
Q4 | $3.79M | Buy |
+18,114
| New | +$3.79M | 0.26% | 80 |
|
|
2022
Q1 | $3.68M | Buy |
12,666
+2,163
| +21% | +$628K | 0.26% | 85 |
|
|
2021
Q4 | $3.28M | Buy |
10,503
+3
| +0% | +$937 | 0.22% | 89 |
|
|
2021
Q3 | $3.68M | Buy |
10,500
+651
| +7% | +$228K | 0.24% | 86 |
|
|
2021
Q2 | $2.32M | Sell |
9,849
-978
| -9% | -$231K | 0.16% | 100 |
|
|
2021
Q1 | $2.43M | Buy |
10,827
+642
| +6% | +$144K | 0.19% | 88 |
|
|
2020
Q4 | $2.89M | Buy |
10,185
+870
| +9% | +$246K | 0.25% | 79 |
|
|
2020
Q3 | $1.28M | Buy |
9,315
+1,020
| +12% | +$140K | 0.12% | 108 |
|
|
2020
Q2 | $897K | Sell |
8,295
-465
| -5% | -$50.3K | 0.09% | 126 |
|
|
2020
Q1 | $469K | Buy |
8,760
+3,510
| +67% | +$188K | 0.06% | 160 |
|
|
2019
Q4 | $269K | Buy |
+5,250
| New | +$269K | 0.03% | 213 |
|
|
2017
Q2 | – | Sell |
-2,850
| Closed | -$56.1K | – | 404 |
|
|
2017
Q1 | $56.1K | Buy |
+2,850
| New | +$56.1K | 0.19% | 102 |
|
|
2016
Q3 | $165K | Sell |
11,700
-7,575
| -39% | -$107K | 0.05% | 168 |
|
|
2016
Q2 | $194K | Buy |
+19,275
| New | +$194K | 0.02% | 388 |
|
|
2015
Q4 | $176K | Buy |
+20,940
| New | +$176K | 0.03% | 293 |
|
|
2015
Q2 | – | Sell |
-3,300
| Closed | -$42K | – | 506 |
|
|
2015
Q1 | $42K | Buy |
+3,300
| New | +$42K | 0.02% | 256 |
|