NBWM
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North Berkeley Wealth Management’s Tesla TSLA Stock Holding History

North Berkeley Wealth Management’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.35M Hold
4,246
– – 1.24% 18
2025
Q1 		$1.1M Buy
4,246
+3,032
+250% +$786K 1.15% 17
2024
Q4 		$490K Buy
+1,214
New +$490K 0.5% 36