Berger Financial 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 | $4.21M | Sell |
13,251
-2
| -0% | -$635 | 0.27% | 92 |
|
|
2025
Q1 | $3.43M | Buy |
13,253
+1,074
| +9% | +$278K | 0.24% | 99 |
|
|
2024
Q4 | $4.92M | Sell |
12,179
-116
| -0.9% | -$46.8K | 0.34% | 75 |
|
|
2024
Q3 | $3.22M | Buy |
12,295
+297
| +2% | +$77.7K | 0.23% | 96 |
|
|
2024
Q2 | $2.37M | Sell |
11,998
-176
| -1% | -$34.8K | 0.19% | 106 |
|
|
2024
Q1 | $2.14M | Buy |
12,174
+1,602
| +15% | +$282K | 0.18% | 115 |
|
|
2023
Q4 | $2.63M | Buy |
10,572
+59
| +0.6% | +$14.7K | 0.27% | 89 |
|
|
2023
Q3 | $2.63M | Sell |
10,513
-2,929
| -22% | -$733K | 0.3% | 86 |
|
|
2023
Q2 | $3.52M | Buy |
13,442
+893
| +7% | +$234K | 0.4% | 77 |
|
|
2023
Q1 | $2.6M | Sell |
12,549
-737
| -6% | -$153K | 0.31% | 82 |
|
|
2022
Q4 | $1.64M | Buy |
13,286
+280
| +2% | +$34.5K | 0.22% | 88 |
|
|
2022
Q3 | $3.45M | Sell |
13,006
-245
| -2% | -$65K | 0.51% | 60 |
|
|
2022
Q2 | $2.98M | Buy |
13,251
+1,056
| +9% | +$237K | 0.43% | 63 |
|
|
2022
Q1 | $4.38M | Buy |
12,195
+1,104
| +10% | +$397K | 0.56% | 57 |
|
|
2021
Q4 | $3.91M | Buy |
11,091
+7,524
| +211% | +$2.65M | 0.52% | 66 |
|
|
2021
Q3 | $922K | Buy |
3,567
+21
| +0.6% | +$5.43K | 0.17% | 81 |
|
|
2021
Q2 | $803K | Buy |
3,546
+21
| +0.6% | +$4.76K | 0.15% | 88 |
|
|
2021
Q1 | $785K | Buy |
3,525
+267
| +8% | +$59.5K | 0.17% | 82 |
|
|
2020
Q4 | $766K | Buy |
+3,258
| New | +$766K | 0.13% | 101 |
|