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 |
|