Von Berge Wealth Management 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
$2.26M Buy
6,792
+47
+0.7% +$15.6K 1.27% 17
2025
Q1
$1.75M Buy
6,745
+750
+13% +$195K 1.13% 21
2024
Q4
$2.4M Hold
5,995
1.45% 18
2024
Q3
$1.73M Sell
5,995
-480
-7% -$138K 1.07% 20
2024
Q2
$1.36M Buy
6,475
+383
+6% +$80.4K 0.86% 25
2024
Q1
$1.07M Buy
6,092
+193
+3% +$33.9K 0.69% 30
2023
Q4
$1.29M Sell
5,899
-55
-0.9% -$12K 0.99% 24
2023
Q3
$1.49M Sell
5,954
-80
-1% -$20K 1.27% 20
2023
Q2
$1.58M Buy
6,034
+89
+1% +$23.3K 1.31% 21
2023
Q1
$1.16M Buy
5,945
+1,676
+39% +$326K 1.03% 22
2022
Q4
$759K Sell
4,269
-123
-3% -$21.9K 0.68% 29
2022
Q3
$980K Sell
4,392
-24
-0.5% -$5.36K 1.04% 23
2022
Q2
$1.05M Buy
4,416
+285
+7% +$67.6K 1.09% 22
2022
Q1
$1.36M Buy
4,131
+3
+0.1% +$985 1.24% 21
2021
Q4
$1.29M Buy
+4,128
New +$1.29M 1.19% 22