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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$13.9M	Sell
2025 Q2	$14.1M	Buy
2025 Q1	$7.84M	Buy
2024 Q4	$3.93M	Buy