SWM
TSLA icon

Shepherd Wealth Management’s Tesla TSLA Stock Holding History

Shepherd 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 		$14.1M Buy
42,491
+12,287
+41% +$4.06M 9.57% 3
2025
Q1 		$7.84M Buy
30,204
+20,481
+211% +$5.32M 8.06% 3
2024
Q4 		$3.93M Buy
+9,723
New +$3.93M 3.86% 6