Yarger Wealth Strategies’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$623K Buy
1,962
+617
+46% +$196K 0.33% 55
2025
Q1
$349K Buy
1,345
+67
+5% +$17.4K 0.2% 68
2024
Q4
$516K Buy
1,278
+16
+1% +$6.46K 0.3% 52
2024
Q3
$330K Buy
+1,262
New +$330K 0.18% 62
2024
Q1
Sell
-805
Closed -$200K 80
2023
Q4
$200K Buy
+805
New +$200K 0.16% 65
2023
Q3
Sell
-782
Closed -$205K 61
2023
Q2
$205K Buy
+782
New +$205K 0.18% 57
2022
Q1
Sell
-744
Closed -$262K 51
2021
Q4
$262K Buy
+744
New +$262K 0.28% 44