Ownership history in Falcon Wealth Planning · 21 quarters on record
This page tracks every 13F SEC filing in which Falcon Wealth Planning reported a position in TESLA INC (TSLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 13,304 | +864 | +6.9% | 0.50% | $6.0M | $449.72 |
| 2025 Q3 | ADDED | 12,440 | +604 | +5.1% | 0.50% | $5.5M | $444.72 |
| 2025 Q2 | REDUCED | 11,836 | -1,166 | -9.0% | 0.38% | $3.8M | $317.66 |
| 2025 Q1 | REDUCED | 13,002 | -9,825 | -43.0% | 0.37% | $3.4M | $259.16 |
| 2024 Q4 | ADDED | 22,827 | +13,429 | +142.9% | 1.03% | $9.2M | $403.84 |
| 2024 Q3 | ADDED | 9,398 | +400 | +4.4% | 0.29% | $2.5M | $261.63 |
| 2024 Q2 | REDUCED | 8,998 | -1,381 | -13.3% | 0.23% | $1.8M | $197.88 |
| 2024 Q1 | ADDED | 10,379 | +2,815 | +37.2% | 0.29% | $1.8M | $175.79 |
| 2023 Q4 | ADDED | 7,564 | +534 | +7.6% | 0.33% | $1.9M | $248.48 |
| 2023 Q3 | REDUCED | 7,030 | -195 | -2.7% | 0.38% | $1.8M | $250.22 |
As of 2025 Q4 — sorted by position size