Shepherd Financial 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 | $2.54M | Sell |
7,994
-726
| -8% | -$231K | 0.27% | 62 |
|
|
2025
Q1 | $2.26M | Buy |
8,720
+369
| +4% | +$95.6K | 0.27% | 67 |
|
|
2024
Q4 | $3.37M | Buy |
8,351
+91
| +1% | +$36.7K | 0.4% | 41 |
|
|
2024
Q3 | $2.16M | Sell |
8,260
-227
| -3% | -$59.4K | 0.26% | 63 |
|
|
2024
Q2 | $1.68M | Buy |
8,487
+4,795
| +130% | +$949K | 0.22% | 69 |
|
|
2024
Q1 | $649K | Buy |
3,692
+150
| +4% | +$26.4K | 0.09% | 130 |
|
|
2023
Q4 | $880K | Hold |
3,542
| – | – | 0.13% | 104 |
|
|
2023
Q3 | $886K | Sell |
3,542
-561
| -14% | -$140K | 0.14% | 93 |
|
|
2023
Q2 | $1.07M | Buy |
4,103
+15
| +0.4% | +$3.93K | 0.17% | 84 |
|
|
2023
Q1 | $848K | Sell |
4,088
-50
| -1% | -$10.4K | 0.14% | 97 |
|
|
2022
Q4 | $510K | Sell |
4,138
-3,530
| -46% | -$435K | 0.09% | 120 |
|
|
2022
Q3 | $2.03M | Sell |
7,668
-1,074
| -12% | -$285K | 0.4% | 49 |
|
|
2022
Q2 | $1.96M | Sell |
8,742
-90
| -1% | -$20.2K | 0.38% | 50 |
|
|
2022
Q1 | $3.17M | Buy |
8,832
+1,650
| +23% | +$592K | 0.57% | 31 |
|
|
2021
Q4 | $2.53M | Sell |
7,182
-75
| -1% | -$26.4K | 0.44% | 44 |
|
|
2021
Q3 | $1.88M | Buy |
7,257
+138
| +2% | +$35.7K | 0.36% | 54 |
|
|
2021
Q2 | $1.61M | Buy |
7,119
+51
| +0.7% | +$11.6K | 0.31% | 65 |
|
|
2021
Q1 | $1.57M | Buy |
7,068
+9
| +0.1% | +$2K | 0.35% | 64 |
|
|
2020
Q4 | $1.66M | Buy |
7,059
+3,804
| +117% | +$897K | 0.38% | 63 |
|
|
2020
Q3 | $465K | Buy |
+3,255
| New | +$465K | 0.11% | 96 |
|
|
2018
Q2 | – | Sell |
-13,140
| Closed | -$232K | – | 137 |
|
|
2018
Q1 | $232K | Hold |
13,140
| – | – | 0.06% | 105 |
|
|
2017
Q4 | $272K | Buy |
+13,140
| New | +$272K | 0.06% | 100 |
|